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Ullmann Wealth Partners Group’s DTE Energy DTE Stock Holding History

Ullmann Wealth Partners 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
Q3 		– Sell
-2,617
Closed -$284K – 67
2019
Q2 		$284K Hold
2,617
– – 0.18% 52
2019
Q1 		$278K Hold
2,617
– – 0.18% 52
2018
Q4 		$246K Buy
+2,617
New +$256K 0.18% 49

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ullmann Wealth Partners Group's DTE Position: Q3 2019 in Review

Ullmann Wealth Partners Group sold out of DTE Energy (DTE) in Q3 2019, closing a stake of 2,617 shares — an estimated $284K sold.

Ullmann Wealth Partners Group first reported a position in DTE in Q4 2018 and held it in 3 quarters. The position peaked at $284K in Q2 2019. 647 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

  • Ullmann Wealth Partners Group reported no remaining DTE Energy position as of Q3 2019 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 2,617 DTE Energy shares in Q3 2019, an estimated $284K.
  • Ullmann Wealth Partners Group first reported a position in DTE Energy in Q4 2018 and held it in 3 quarters.
  • Ullmann Wealth Partners Group's DTE Energy position peaked at $284K in Q2 2019.
  • 647 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2019, filed 8 Oct 2019.