C-J Advisory’s DTE Energy DTE Stock Holding History

C-J Advisory’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
2019 Q4	–	Sell	-1,110	Closed	-$126K	–	74
2019 Q3	$126K	Hold	1,110	–	–	0.08%	43
2019 Q2	$121K	Hold	1,110	–	–	0.08%	41
2019 Q1	$117K	Hold	1,110	–	–	0.08%	41
2018 Q4	$104K	Hold	1,110	–	–	0.08%	41
2018 Q3	$103K	Hold	1,110	–	–	0.07%	41
2018 Q2	$98K	Hold	1,110	–	–	0.07%	44
2018 Q1	$98K	Hold	1,110	–	–	0.07%	41
2017 Q4	$103K	Hold	1,110	–	–	0.08%	37
2017 Q3	$101K	Hold	1,110	–	–	0.08%	36
2017 Q2	$100K	Hold	1,110	–	–	0.08%	35
2017 Q1	$96K	Hold	1,110	–	–	0.08%	36
2016 Q4	$93K	Hold	1,110	–	–	0.08%	35
2016 Q3	$89K	Buy	+1,110	New	+$90.5K	0.08%	35

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

C-J Advisory's DTE Position: Q4 2019 in Review

C-J Advisory sold out of DTE Energy (DTE) in Q4 2019, closing a stake of 1,110 shares — an estimated $126K sold.

C-J Advisory first reported a position in DTE in Q3 2016 and held it in 13 quarters. The position peaked at $126K in Q3 2019. 688 funds tracked by Wall St. Rank hold DTE as of Q4 2019.

C-J Advisory reported no remaining DTE Energy position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 1,110 DTE Energy shares in Q4 2019, an estimated $126K.
C-J Advisory first reported a position in DTE Energy in Q3 2016 and held it in 13 quarters.
C-J Advisory's DTE Energy position peaked at $126K in Q3 2019.
688 funds tracked by Wall St. Rank held DTE Energy as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.