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Lionsbridge Wealth Management’s DTE Energy DTE Stock Holding History

Lionsbridge 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
2020
Q1 		– Sell
-16
Closed -$1K – 104
2019
Q4 		$1K Buy
+16
New +$1.73K ﹤0.01% 203

Other funds holding DTE

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lionsbridge Wealth Management's DTE Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of DTE Energy (DTE) in Q1 2020, closing a stake of 16 shares — an estimated $1K sold.

Lionsbridge Wealth Management first reported a position in DTE in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining DTE Energy position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 16 DTE Energy shares in Q1 2020, an estimated $1K.
  • Lionsbridge Wealth Management first reported a position in DTE Energy in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's DTE Energy position peaked at $1K in Q4 2019.
  • 620 funds tracked by Wall St. Rank held DTE Energy as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.