Ferris Capital’s DTE Energy DTE Stock Holding History

Ferris Capital’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	-108	Closed	-$11K	–	289
2019 Q1	$11K	Hold	108	–	–	﹤0.01%	447
2018 Q4	$10K	Sell	108 -18	-14%	-$1.76K	﹤0.01%	438
2018 Q3	$12K	Sell	126 -29	-19%	-$2.7K	﹤0.01%	445
2018 Q2	$14K	Buy	155 +18	+13%	+$1.56K	0.01%	418
2018 Q1	$12K	Buy	+137	New	+$12K	﹤0.01%	466
2017 Q3	–	Sell	-108	Closed	-$10K	–	269
2017 Q2	$10K	Buy	+108	New	+$9.78K	﹤0.01%	458

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

Ferris Capital's DTE Position: Q2 2019 in Review

Ferris Capital sold out of DTE Energy (DTE) in Q2 2019, closing a stake of 108 shares — an estimated $11K sold.

Ferris Capital first reported a position in DTE in Q2 2017 and held it in 6 quarters. The position peaked at $14K in Q2 2018. 650 funds tracked by Wall St. Rank hold DTE as of Q2 2019.

Ferris Capital reported no remaining DTE Energy position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 108 DTE Energy shares in Q2 2019, an estimated $11K.
Ferris Capital first reported a position in DTE Energy in Q2 2017 and held it in 6 quarters.
Ferris Capital's DTE Energy position peaked at $14K in Q2 2018.
650 funds tracked by Wall St. Rank held DTE Energy as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.