Ruggie Capital Group’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-397
Closed -$35K 256
2018
Q2
$35K Hold
397
0.02% 202
2018
Q1
$35K Hold
397
0.02% 166
2017
Q4
$37K Hold
397
0.02% 156
2017
Q3
$36K Hold
397
0.02% 143
2017
Q2
$36K Hold
397
0.02% 149
2017
Q1
$35K Buy
+397
New +$33.6K 0.03% 126
2015
Q2
Sell
-76
Closed -$5K 362
2015
Q1
$5K Buy
+76
New +$5.46K 0.01% 179

Other funds holding DTE

Ruggie Capital Group's DTE Position: Q3 2018 in Review

Ruggie Capital Group sold out of DTE Energy (DTE) in Q3 2018, closing a stake of 397 shares — an estimated $35K sold.

Ruggie Capital Group first reported a position in DTE in Q1 2015 and held it in 7 quarters. The position peaked at $37K in Q4 2017. 628 funds tracked by Wall St. Rank hold DTE as of Q3 2018.

  • Ruggie Capital Group reported no remaining DTE Energy position as of Q3 2018 after selling out during the quarter.
  • Ruggie Capital Group sold 397 DTE Energy shares in Q3 2018, an estimated $35K.
  • Ruggie Capital Group first reported a position in DTE Energy in Q1 2015 and held it in 7 quarters.
  • Ruggie Capital Group's DTE Energy position peaked at $37K in Q4 2017.
  • 628 funds tracked by Wall St. Rank held DTE Energy as of Q3 2018.

Based on Ruggie Capital Group's 13F filing for Q3 2018, filed 7 Nov 2018.