JOYN Advisors’s DTE Energy DTE Stock Holding History

JOYN 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 Q1	–	Sell	-231	Closed	-$22K	–	460
2018 Q4	$22K	Buy	231 +5	+2%	+$488	0.01%	623
2018 Q3	$21K	Buy	226 +32	+16%	+$2.98K	﹤0.01%	663
2018 Q2	$17K	Buy	194 +190	+4,750%	+$16.5K	﹤0.01%	728
2018 Q1	$0	Buy	+4	New	+$351	﹤0.01%	1336

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JOYN Advisors's DTE Position: Q1 2019 in Review

JOYN Advisors sold out of DTE Energy (DTE) in Q1 2019, closing a stake of 231 shares — an estimated $22K sold.

JOYN Advisors first reported a position in DTE in Q1 2018 and held it in 4 quarters. The position peaked at $22K in Q4 2018. 663 funds tracked by Wall St. Rank hold DTE as of Q1 2019.

JOYN Advisors reported no remaining DTE Energy position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 231 DTE Energy shares in Q1 2019, an estimated $22K.
JOYN Advisors first reported a position in DTE Energy in Q1 2018 and held it in 4 quarters.
JOYN Advisors's DTE Energy position peaked at $22K in Q4 2018.
663 funds tracked by Wall St. Rank held DTE Energy as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.