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Willingdon Wealth Management’s DTE Energy DTE Stock Holding History

Willingdon Wealth Management’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
-765
Closed -$71K – 355
2018
Q3 		$71K Buy
+765
New +$71.3K 0.02% 182

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Willingdon Wealth Management's DTE Position: Q4 2018 in Review

Willingdon Wealth Management sold out of DTE Energy (DTE) in Q4 2018, closing a stake of 765 shares — an estimated $71K sold.

Willingdon Wealth Management first reported a position in DTE in Q3 2018 and held it in 1 quarter. The position peaked at $71K in Q3 2018. 659 funds tracked by Wall St. Rank hold DTE as of Q4 2018.

  • Willingdon Wealth Management reported no remaining DTE Energy position as of Q4 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 765 DTE Energy shares in Q4 2018, an estimated $71K.
  • Willingdon Wealth Management first reported a position in DTE Energy in Q3 2018 and held it in 1 quarter.
  • Willingdon Wealth Management's DTE Energy position peaked at $71K in Q3 2018.
  • 659 funds tracked by Wall St. Rank held DTE Energy as of Q4 2018.

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