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SevenBridge Financial Group’s DTE Energy DTE Stock Holding History

SevenBridge Financial 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
2019
Q4 		– Sell
-1,777
Closed -$201K – 151
2019
Q3 		$201K Hold
1,777
– – 0.11% 140
2019
Q2 		$193K Hold
1,777
– – 0.07% 157
2019
Q1 		$189K Buy
1,777
+26
+1% +$2.63K 0.07% 149
2018
Q4 		$164K Buy
1,751
+1,022
+140% +$99.8K 0.1% 141
2018
Q3 		$68K Buy
+729
New +$68K 0.04% 195

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SevenBridge Financial Group's DTE Position: Q4 2019 in Review

SevenBridge Financial Group sold out of DTE Energy (DTE) in Q4 2019, closing a stake of 1,777 shares — an estimated $201K sold.

SevenBridge Financial Group first reported a position in DTE in Q3 2018 and held it in 5 quarters. The position peaked at $201K in Q3 2019. 688 funds tracked by Wall St. Rank hold DTE as of Q4 2019.

  • SevenBridge Financial Group reported no remaining DTE Energy position as of Q4 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 1,777 DTE Energy shares in Q4 2019, an estimated $201K.
  • SevenBridge Financial Group first reported a position in DTE Energy in Q3 2018 and held it in 5 quarters.
  • SevenBridge Financial Group's DTE Energy position peaked at $201K in Q3 2019.
  • 688 funds tracked by Wall St. Rank held DTE Energy as of Q4 2019.

Based on SevenBridge Financial Group's 13F filing for Q4 2019, filed 17 Jan 2020.