Marino Stram & Associates’s DTE Energy DTE Stock Holding History

Marino Stram & Associates’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	-24	Closed	-$2K	–	207
2019 Q1	$2K	Hold	24	–	–	﹤0.01%	519
2018 Q4	$2K	Hold	24	–	–	﹤0.01%	471
2018 Q3	$2K	Hold	24	–	–	﹤0.01%	399
2018 Q2	$2K	Sell	24 -48	-67%	-$4.16K	﹤0.01%	400
2018 Q1	$6K	Hold	72	–	–	0.01%	360
2017 Q4	$7K	Buy	+72	New	+$6.84K	0.01%	338

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

Marino Stram & Associates's DTE Position: Q2 2019 in Review

Marino Stram & Associates sold out of DTE Energy (DTE) in Q2 2019, closing a stake of 24 shares — an estimated $2K sold.

Marino Stram & Associates first reported a position in DTE in Q4 2017 and held it in 6 quarters. The position peaked at $7K in Q4 2017. 650 funds tracked by Wall St. Rank hold DTE as of Q2 2019.

Marino Stram & Associates reported no remaining DTE Energy position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 24 DTE Energy shares in Q2 2019, an estimated $2K.
Marino Stram & Associates first reported a position in DTE Energy in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's DTE Energy position peaked at $7K in Q4 2017.
650 funds tracked by Wall St. Rank held DTE Energy as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.