RWA Wealth Partners’s DTE Energy DTE Stock Holding History

RWA Wealth 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
2018 Q3	–	Sell	-1,115	Closed	-$98K	–	358
2018 Q2	$98K	Hold	1,115	–	–	0.01%	325
2018 Q1	$99K	Buy	+1,115	New	+$97.8K	0.01%	265

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RWA Wealth Partners's DTE Position: Q3 2018 in Review

RWA Wealth Partners sold out of DTE Energy (DTE) in Q3 2018, closing a stake of 1,115 shares — an estimated $98K sold.

RWA Wealth Partners first reported a position in DTE in Q1 2018 and held it in 2 quarters. The position peaked at $99K in Q1 2018. 628 funds tracked by Wall St. Rank hold DTE as of Q3 2018.

RWA Wealth Partners reported no remaining DTE Energy position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 1,115 DTE Energy shares in Q3 2018, an estimated $98K.
RWA Wealth Partners first reported a position in DTE Energy in Q1 2018 and held it in 2 quarters.
RWA Wealth Partners's DTE Energy position peaked at $99K in Q1 2018.
628 funds tracked by Wall St. Rank held DTE Energy as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.