Destination Wealth Management’s DTE Energy DTE Stock Holding History

Destination 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 Q2	–	Sell	-18	Closed	-$2K	–	599
2019 Q1	$2K	Buy	+18	New	+$1.82K	﹤0.01%	591
2018 Q4	–	Sell	-376	Closed	-$35K	–	556
2018 Q3	$35K	Buy	+376	New	+$35.1K	﹤0.01%	342
2018 Q2	–	Sell	-1,410	Closed	-$125K	–	539
2018 Q1	$125K	Buy	+1,410	New	+$124K	0.01%	174
2015 Q3	–	Sell	-4,934	Closed	-$313K	–	141
2015 Q2	$313K	Buy	+4,934	New	+$330K	0.02%	199
2015 Q1	–	Sell	-2,819	Closed	-$207K	–	106
2014 Q4	$207K	Sell	2,819 -706	-20%	-$49K	0.02%	111
2014 Q3	$228K	Hold	3,525	–	–	0.02%	122
2014 Q2	$234K	Hold	3,525	–	–	0.02%	124
2014 Q1	$223K	Buy	+3,525	New	+$208K	0.02%	112
2013 Q4	–	Sell	-4,026	Closed	-$226K	–	108
2013 Q3	$226K	Hold	4,026	–	–	0.03%	89
2013 Q2	$229K	Buy	+4,026	New	+$237K	0.03%	87

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

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

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

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

Destination Wealth Management's DTE Position: Q2 2019 in Review

Destination Wealth Management sold out of DTE Energy (DTE) in Q2 2019, closing a stake of 18 shares — an estimated $2K sold.

Destination Wealth Management first reported a position in DTE in Q2 2013 and held it in 10 quarters. The position peaked at $313K in Q2 2015. 650 funds tracked by Wall St. Rank hold DTE as of Q2 2019.

Destination Wealth Management reported no remaining DTE Energy position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 18 DTE Energy shares in Q2 2019, an estimated $2K.
Destination Wealth Management first reported a position in DTE Energy in Q2 2013 and held it in 10 quarters.
Destination Wealth Management's DTE Energy position peaked at $313K in Q2 2015.
650 funds tracked by Wall St. Rank held DTE Energy as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.