Polaris Wealth Advisory Group’s DTE Energy DTE Stock Holding History

Polaris Wealth Advisory Group’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 Q3	–	Sell	-7,834	Closed	-$733K	–	161
2020 Q2	$733K	Buy	7,834 +25	+0.3%	+$2.21K	0.06%	96
2020 Q1	$631K	Hold	7,809	–	–	0.07%	88
2019 Q4	$883K	Hold	7,809	–	–	0.06%	105
2019 Q3	$872K	Hold	7,809	–	–	0.07%	100
2019 Q2	$853K	Hold	7,809	–	–	0.06%	98
2019 Q1	$823K	Hold	7,809	–	–	0.06%	110
2018 Q4	$733K	Buy	7,809 +5,736	+277%	+$560K	0.07%	92
2018 Q3	$193K	Buy	+2,073	New	+$193K	0.01%	159
2018 Q2	–	Sell	-2,073	Closed	-$184K	–	302
2018 Q1	$184K	Buy	+2,073	New	+$182K	0.02%	143

Other funds holding DTE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's DTE Position: Q3 2020 in Review

Polaris Wealth Advisory Group sold out of DTE Energy (DTE) in Q3 2020, closing a stake of 7,834 shares — an estimated $733K sold.

Polaris Wealth Advisory Group first reported a position in DTE in Q1 2018 and held it in 9 quarters. The position peaked at $883K in Q4 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

Polaris Wealth Advisory Group reported no remaining DTE Energy position as of Q3 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 7,834 DTE Energy shares in Q3 2020, an estimated $733K.
Polaris Wealth Advisory Group first reported a position in DTE Energy in Q1 2018 and held it in 9 quarters.
Polaris Wealth Advisory Group's DTE Energy position peaked at $883K in Q4 2019.
620 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2020, filed 15 Oct 2020.