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Concorde Asset Management’s DTE Energy DTE Stock Holding History

Concorde Asset 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
Q3 		– Sell
-4,301
Closed -$468K – 159
2019
Q2 		$468K Hold
4,301
– – 0.27% 115
2019
Q1 		$456K Buy
4,301
+1,300
+43% +$131K 0.29% 110
2018
Q4 		$282K Buy
+3,001
New +$293K 0.24% 134

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concorde Asset Management's DTE Position: Q3 2019 in Review

Concorde Asset Management sold out of DTE Energy (DTE) in Q3 2019, closing a stake of 4,301 shares — an estimated $468K sold.

Concorde Asset Management first reported a position in DTE in Q4 2018 and held it in 3 quarters. The position peaked at $468K in Q2 2019. 647 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

  • Concorde Asset Management reported no remaining DTE Energy position as of Q3 2019 after selling out during the quarter.
  • Concorde Asset Management sold 4,301 DTE Energy shares in Q3 2019, an estimated $468K.
  • Concorde Asset Management first reported a position in DTE Energy in Q4 2018 and held it in 3 quarters.
  • Concorde Asset Management's DTE Energy position peaked at $468K in Q2 2019.
  • 647 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on Concorde Asset Management's 13F filing for Q3 2019, filed 28 Oct 2019.