WP Advisors’s DTE Energy DTE Stock Holding History

WP 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
2019 Q2	–	Sell	-303	Closed	-$322	–	91
2019 Q1	$322	Buy	+303	New	+$30.6K	0.04%	148
2018 Q4	–	Sell	-303	Closed	-$28K	–	110
2018 Q3	$28K	Hold	303	–	–	0.03%	160
2018 Q2	$27K	Buy	+303	New	+$26.2K	0.03%	165

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WP Advisors's DTE Position: Q2 2019 in Review

WP Advisors sold out of DTE Energy (DTE) in Q2 2019, closing a stake of 303 shares — an estimated $322 sold.

WP Advisors first reported a position in DTE in Q2 2018 and held it in 3 quarters. The position peaked at $28K in Q3 2018. 650 funds tracked by Wall St. Rank hold DTE as of Q2 2019.

WP Advisors reported no remaining DTE Energy position as of Q2 2019 after selling out during the quarter.
WP Advisors sold 303 DTE Energy shares in Q2 2019, an estimated $322.
WP Advisors first reported a position in DTE Energy in Q2 2018 and held it in 3 quarters.
WP Advisors's DTE Energy position peaked at $28K in Q3 2018.
650 funds tracked by Wall St. Rank held DTE Energy as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.