Horan Capital Advisors’s DTE Energy DTE Stock Holding History

Horan Capital 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 Q2	–	Sell	-29	Closed	-$3K	–	116
2019 Q1	$3K	Buy	+29	New	+$2.93K	﹤0.01%	241
2017 Q4	–	Sell	-588	Closed	-$54K	–	126
2017 Q3	$54K	Buy	+588	New	+$54.5K	0.03%	142
2014 Q2	–	Sell	-3,525	Closed	-$223K	–	69
2014 Q1	$223K	Buy	+3,525	New	+$208K	0.21%	66
2013 Q3	–	Sell	-3,525	Closed	-$201K	–	65
2013 Q2	$201K	Buy	+3,525	New	+$208K	0.31%	50

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

Horan Capital Advisors's DTE Position: Q2 2019 in Review

Horan Capital Advisors sold out of DTE Energy (DTE) in Q2 2019, closing a stake of 29 shares — an estimated $3K sold.

Horan Capital Advisors first reported a position in DTE in Q2 2013 and held it in 4 quarters. The position peaked at $223K in Q1 2014. 650 funds tracked by Wall St. Rank hold DTE as of Q2 2019.

Horan Capital Advisors reported no remaining DTE Energy position as of Q2 2019 after selling out during the quarter.
Horan Capital Advisors sold 29 DTE Energy shares in Q2 2019, an estimated $3K.
Horan Capital Advisors first reported a position in DTE Energy in Q2 2013 and held it in 4 quarters.
Horan Capital Advisors's DTE Energy position peaked at $223K in Q1 2014.
650 funds tracked by Wall St. Rank held DTE Energy as of Q2 2019.

Based on Horan Capital Advisors's 13F filing for Q2 2019, filed 26 Jul 2019.