Clarus Wealth Advisors’s DTE Energy DTE Stock Holding History

Clarus Wealth Advisors’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 Q3	–	Sell	-154	Closed	-$17K	–	240
2019 Q2	$17K	Hold	154	–	–	0.01%	380
2019 Q1	$16K	Hold	154	–	–	0.01%	454
2018 Q4	$14K	Hold	154	–	–	0.02%	457
2018 Q3	$14K	Hold	154	–	–	0.01%	485
2018 Q2	$14K	Buy	+154	New	+$13.3K	0.01%	474

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

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

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

Clarus Wealth Advisors's DTE Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of DTE Energy (DTE) in Q3 2019, closing a stake of 154 shares — an estimated $17K sold.

Clarus Wealth Advisors first reported a position in DTE in Q2 2018 and held it in 5 quarters. The position peaked at $17K in Q2 2019. 647 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

Clarus Wealth Advisors reported no remaining DTE Energy position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 154 DTE Energy shares in Q3 2019, an estimated $17K.
Clarus Wealth Advisors first reported a position in DTE Energy in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's DTE Energy position peaked at $17K in Q2 2019.
647 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.