YorkBridge Wealth Partners’s DTE Energy DTE Stock Holding History

YorkBridge Wealth Partners’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	-705	Closed	-$77K	–	293
2019 Q2	$77K	Hold	705	–	–	0.03%	326
2019 Q1	$75K	Hold	705	–	–	0.03%	317
2018 Q4	$66K	Hold	705	–	–	0.03%	302
2018 Q3	$65K	Hold	705	–	–	0.03%	334
2018 Q2	$62K	Hold	705	–	–	0.03%	343
2018 Q1	$61K	Hold	705	–	–	0.03%	351
2017 Q4	$61K	Hold	705	–	–	0.03%	352
2017 Q3	$64K	Hold	705	–	–	0.03%	344
2017 Q2	$63K	Hold	705	–	–	0.03%	340
2017 Q1	$63K	Buy	705 +352	+100%	+$29.8K	0.03%	339
2016 Q4	$28K	Buy	+353	New	+$28.4K	0.02%	421

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

YorkBridge Wealth Partners's DTE Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of DTE Energy (DTE) in Q3 2019, closing a stake of 705 shares — an estimated $77K sold.

YorkBridge Wealth Partners first reported a position in DTE in Q4 2016 and held it in 11 quarters. The position peaked at $77K in Q2 2019. 647 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

YorkBridge Wealth Partners reported no remaining DTE Energy position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 705 DTE Energy shares in Q3 2019, an estimated $77K.
YorkBridge Wealth Partners first reported a position in DTE Energy in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's DTE Energy position peaked at $77K in Q2 2019.
647 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.