MKD Wealth Coaches’s DTE Energy DTE Stock Holding History

MKD Wealth Coaches’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	-4,837	Closed	-$535K	–	39
2019 Q4	$535K	Hold	4,837	–	–	0.46%	38
2019 Q3	$547K	Sell	4,837 -177	-4%	-$19.6K	0.57%	31
2019 Q2	$527K	Buy	5,014 +177	+4%	+$19K	0.47%	32
2019 Q1	$514K	Buy	4,837 +1,086	+29%	+$110K	0.52%	29
2018 Q4	$352K	Buy	+3,751	New	+$366K	0.42%	37

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

MKD Wealth Coaches's DTE Position: Q1 2020 in Review

MKD Wealth Coaches sold out of DTE Energy (DTE) in Q1 2020, closing a stake of 4,837 shares — an estimated $535K sold.

MKD Wealth Coaches first reported a position in DTE in Q4 2018 and held it in 5 quarters. The position peaked at $547K in Q3 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q1 2020.

MKD Wealth Coaches reported no remaining DTE Energy position as of Q1 2020 after selling out during the quarter.
MKD Wealth Coaches sold 4,837 DTE Energy shares in Q1 2020, an estimated $535K.
MKD Wealth Coaches first reported a position in DTE Energy in Q4 2018 and held it in 5 quarters.
MKD Wealth Coaches's DTE Energy position peaked at $547K in Q3 2019.
620 funds tracked by Wall St. Rank held DTE Energy as of Q1 2020.

Based on MKD Wealth Coaches's 13F filing for Q1 2020, filed 12 May 2020.