Bridgeworth’s DTE Energy DTE Stock Holding History

Bridgeworth’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-414	Closed	-$36K	–	235
2018 Q2	$36K	Buy	+414	New	+$35.9K	0.02%	320

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bridgeworth's DTE Position: Q3 2018 in Review

Bridgeworth sold out of DTE Energy (DTE) in Q3 2018, closing a stake of 414 shares — an estimated $36K sold.

Bridgeworth first reported a position in DTE in Q2 2018 and held it in 1 quarter. The position peaked at $36K in Q2 2018. 628 funds tracked by Wall St. Rank hold DTE as of Q3 2018.

Bridgeworth reported no remaining DTE Energy position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 414 DTE Energy shares in Q3 2018, an estimated $36K.
Bridgeworth first reported a position in DTE Energy in Q2 2018 and held it in 1 quarter.
Bridgeworth's DTE Energy position peaked at $36K in Q2 2018.
628 funds tracked by Wall St. Rank held DTE Energy as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.