WealthOne’s DTE Energy DTE Stock Holding History

WealthOne’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 Q1	–	Sell	-38	Closed	-$4K	–	187
2018 Q4	$4K	Buy	+38	New	+$3.71K	﹤0.01%	490

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WealthOne's DTE Position: Q1 2019 in Review

WealthOne sold out of DTE Energy (DTE) in Q1 2019, closing a stake of 38 shares — an estimated $4K sold.

WealthOne first reported a position in DTE in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 664 funds tracked by Wall St. Rank hold DTE as of Q1 2019.

WealthOne reported no remaining DTE Energy position as of Q1 2019 after selling out during the quarter.
WealthOne sold 38 DTE Energy shares in Q1 2019, an estimated $4K.
WealthOne first reported a position in DTE Energy in Q4 2018 and held it in 1 quarter.
WealthOne's DTE Energy position peaked at $4K in Q4 2018.
664 funds tracked by Wall St. Rank held DTE Energy as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.