Simon Quick Advisors’s DTE Energy DTE Stock Holding History

Simon Quick 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
2020 Q1	–	Sell	-42	Closed	-$5K	–	535
2019 Q4	$5K	Buy	+42	New	+$4.53K	﹤0.01%	487

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Simon Quick Advisors's DTE Position: Q1 2020 in Review

Simon Quick Advisors sold out of DTE Energy (DTE) in Q1 2020, closing a stake of 42 shares — an estimated $5K sold.

Simon Quick Advisors first reported a position in DTE in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q1 2020.

Simon Quick Advisors reported no remaining DTE Energy position as of Q1 2020 after selling out during the quarter.
Simon Quick Advisors sold 42 DTE Energy shares in Q1 2020, an estimated $5K.
Simon Quick Advisors first reported a position in DTE Energy in Q4 2019 and held it in 1 quarter.
Simon Quick Advisors's DTE Energy position peaked at $5K in Q4 2019.
620 funds tracked by Wall St. Rank held DTE Energy as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.