Signature Wealth Management Group’s DTE Energy DTE Stock Holding History

Signature Wealth Management 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
2018 Q4	–	Sell	-196	Closed	-$19K	–	131
2018 Q3	$19K	Hold	196	–	–	0.01%	151
2018 Q2	$17K	Hold	196	–	–	0.01%	150
2018 Q1	$17K	Hold	196	–	–	0.01%	151
2017 Q4	$18K	Buy	+196	New	+$18.6K	0.01%	152

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Signature Wealth Management Group's DTE Position: Q4 2018 in Review

Signature Wealth Management Group sold out of DTE Energy (DTE) in Q4 2018, closing a stake of 196 shares — an estimated $19K sold.

Signature Wealth Management Group first reported a position in DTE in Q4 2017 and held it in 4 quarters. The position peaked at $19K in Q3 2018. 659 funds tracked by Wall St. Rank hold DTE as of Q4 2018.

Signature Wealth Management Group reported no remaining DTE Energy position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 196 DTE Energy shares in Q4 2018, an estimated $19K.
Signature Wealth Management Group first reported a position in DTE Energy in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's DTE Energy position peaked at $19K in Q3 2018.
659 funds tracked by Wall St. Rank held DTE Energy as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.