KF
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Krilogy Financial’s DTE Energy DTE Stock Holding History

Krilogy Financial’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
2018
Q4 		– Sell
-470
Closed -$44K – 268
2018
Q3 		$44K Buy
+470
New +$43.8K 0.01% 333
2018
Q2 		– Sell
-470
Closed -$42K – 279
2018
Q1 		$42K Hold
470
– – 0.01% 347
2017
Q4 		$44K Hold
470
– – 0.01% 340
2017
Q3 		$43K Buy
+470
New +$43.5K 0.01% 360

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Krilogy Financial's DTE Position: Q4 2018 in Review

Krilogy Financial sold out of DTE Energy (DTE) in Q4 2018, closing a stake of 470 shares — an estimated $44K sold.

Krilogy Financial first reported a position in DTE in Q3 2017 and held it in 4 quarters. The position peaked at $44K in Q3 2018. 659 funds tracked by Wall St. Rank hold DTE as of Q4 2018.

  • Krilogy Financial reported no remaining DTE Energy position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 470 DTE Energy shares in Q4 2018, an estimated $44K.
  • Krilogy Financial first reported a position in DTE Energy in Q3 2017 and held it in 4 quarters.
  • Krilogy Financial's DTE Energy position peaked at $44K in Q3 2018.
  • 659 funds tracked by Wall St. Rank held DTE Energy as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.