Lake Point Wealth Management’s DTE Energy DTE Stock Holding History

Lake Point 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 Q1	–	Sell	-19	Closed	-$2K	–	724
2018 Q4	$2K	Buy	+19	New	+$1.85K	﹤0.01%	669

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

Lake Point Wealth Management's DTE Position: Q1 2019 in Review

Lake Point Wealth Management sold out of DTE Energy (DTE) in Q1 2019, closing a stake of 19 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in DTE in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 663 funds tracked by Wall St. Rank hold DTE as of Q1 2019.

Lake Point Wealth Management reported no remaining DTE Energy position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 19 DTE Energy shares in Q1 2019, an estimated $2K.
Lake Point Wealth Management first reported a position in DTE Energy in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's DTE Energy position peaked at $2K in Q4 2018.
663 funds tracked by Wall St. Rank held DTE Energy as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.