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Catamount Wealth Management’s DTE Energy DTE Stock Holding History

Catamount Wealth Management’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
Q1 		– Sell
-40
Closed -$4K – 193
2018
Q4 		$4K Hold
40
– – ﹤0.01% 167
2018
Q3 		$4K Hold
40
– – ﹤0.01% 168
2018
Q2 		$4K Buy
+40
New +$3.46K ﹤0.01% 167

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Catamount Wealth Management's DTE Position: Q1 2019 in Review

Catamount Wealth Management sold out of DTE Energy (DTE) in Q1 2019, closing a stake of 40 shares — an estimated $4K sold.

Catamount Wealth Management first reported a position in DTE in Q2 2018 and held it in 3 quarters. The position peaked at $4K in Q4 2018. 663 funds tracked by Wall St. Rank hold DTE as of Q1 2019.

  • Catamount Wealth Management reported no remaining DTE Energy position as of Q1 2019 after selling out during the quarter.
  • Catamount Wealth Management sold 40 DTE Energy shares in Q1 2019, an estimated $4K.
  • Catamount Wealth Management first reported a position in DTE Energy in Q2 2018 and held it in 3 quarters.
  • Catamount Wealth Management's DTE Energy position peaked at $4K in Q4 2018.
  • 663 funds tracked by Wall St. Rank held DTE Energy as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.