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

Oak 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
2018
Q1 		$5K Hold
54
– – 0.01% 172
2017
Q4 		$5K Buy
+54
New +$5.13K ﹤0.01% 173

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Oak Point Wealth Management's DTE Position: Q1 2018 in Review

Oak Point Wealth Management held its DTE Energy (DTE) position steady in Q1 2018 at 54 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #172.

Oak Point Wealth Management first reported a position in DTE in Q4 2017 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold DTE as of Q1 2018.

  • Oak Point Wealth Management held 54 shares of DTE Energy worth $5K as of Q1 2018.
  • Oak Point Wealth Management left its DTE Energy share count unchanged in Q1 2018.
  • DTE Energy made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #172 holding.
  • Oak Point Wealth Management first reported a position in DTE Energy in Q4 2017 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held DTE Energy as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.