Proficio Capital Partners’s DTE Energy DTE Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-87	Closed	-$9K	–	521
2019 Q2	$9K	Buy	87 +74	+569%	+$7.94K	﹤0.01%	966
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	1499
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	1098
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	1146
2018 Q2	$1K	Sell	13 -23	-64%	-$1.99K	﹤0.01%	1186
2018 Q1	$3K	Buy	36 +23	+177%	+$2.02K	﹤0.01%	1068
2017 Q4	$1K	Hold	13	–	–	﹤0.01%	1169
2017 Q3	$1K	Hold	13	–	–	﹤0.01%	1161
2017 Q2	$1K	Hold	13	–	–	﹤0.01%	1165
2017 Q1	$1K	Buy	+13	New	+$1.1K	﹤0.01%	1205
2016 Q2	–	Sell	-28	Closed	-$2K	–	1052
2016 Q1	$2K	Buy	28 +21	+300%	+$1.52K	﹤0.01%	733
2015 Q4	$0	Buy	+7	New	+$482	﹤0.01%	856

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Proficio Capital Partners's DTE Position: Q3 2019 in Review

Proficio Capital Partners sold out of DTE Energy (DTE) in Q3 2019, closing a stake of 87 shares — an estimated $9K sold.

Proficio Capital Partners first reported a position in DTE in Q4 2015 and held it in 12 quarters. The position peaked at $9K in Q2 2019. 647 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

Proficio Capital Partners reported no remaining DTE Energy position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 87 DTE Energy shares in Q3 2019, an estimated $9K.
Proficio Capital Partners first reported a position in DTE Energy in Q4 2015 and held it in 12 quarters.
Proficio Capital Partners's DTE Energy position peaked at $9K in Q2 2019.
647 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.