Realta Investment Advisors’s DTE Energy DTE Stock Holding History

Realta Investment Advisors’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	-925	Closed	-$100K	–	1640
2019 Q2	$100K	Buy	+925	New	+$99.3K	0.03%	498

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

Realta Investment Advisors's DTE Position: Q3 2019 in Review

Realta Investment Advisors sold out of DTE Energy (DTE) in Q3 2019, closing a stake of 925 shares — an estimated $100K sold.

Realta Investment Advisors first reported a position in DTE in Q2 2019 and held it in 1 quarter. The position peaked at $100K in Q2 2019. 647 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

Realta Investment Advisors reported no remaining DTE Energy position as of Q3 2019 after selling out during the quarter.
Realta Investment Advisors sold 925 DTE Energy shares in Q3 2019, an estimated $100K.
Realta Investment Advisors first reported a position in DTE Energy in Q2 2019 and held it in 1 quarter.
Realta Investment Advisors's DTE Energy position peaked at $100K in Q2 2019.
647 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.