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Squar Milner Financial Services’s DTE Energy DTE Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-92
Closed -$7K – 343
2020
Q1 		$7K Hold
92
– – ﹤0.01% 568
2019
Q4 		$10K Buy
+92
New +$9.92K 0.01% 582
2019
Q3 		– Sell
-34
Closed -$4K – 344
2019
Q2 		$4K Sell
34
-84
-71% -$9.02K ﹤0.01% 619
2019
Q1 		$12K Hold
118
– – 0.01% 484
2018
Q4 		$11K Hold
118
– – 0.01% 458
2018
Q3 		$11K Hold
118
– – 0.01% 474
2018
Q2 		$10K Buy
+118
New +$10.2K 0.01% 577

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's DTE Position: Q2 2020 in Review

Squar Milner Financial Services sold out of DTE Energy (DTE) in Q2 2020, closing a stake of 92 shares — an estimated $7K sold.

Squar Milner Financial Services first reported a position in DTE in Q2 2018 and held it in 7 quarters. The position peaked at $12K in Q1 2019. 623 funds tracked by Wall St. Rank hold DTE as of Q2 2020.

  • Squar Milner Financial Services reported no remaining DTE Energy position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 92 DTE Energy shares in Q2 2020, an estimated $7K.
  • Squar Milner Financial Services first reported a position in DTE Energy in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's DTE Energy position peaked at $12K in Q1 2019.
  • 623 funds tracked by Wall St. Rank held DTE Energy as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.