AH
DTE icon

Achievement Holdings’s DTE Energy DTE Stock Holding History

Achievement Holdings’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
2015
Q3 		– Sell
-372,495
Closed -$23.7K – 197
2015
Q2 		$23.7K Buy
372,495
+225,620
+154% +$15.1M 1.06% 16
2015
Q1 		$10.1K Buy
+146,875
New +$10.5M 0.35% 61

Other funds holding DTE

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Achievement Holdings's DTE Position: Q3 2015 in Review

Achievement Holdings sold out of DTE Energy (DTE) in Q3 2015, closing a stake of 372,495 shares — an estimated $23.7K sold.

Achievement Holdings first reported a position in DTE in Q1 2015 and held it in 2 quarters. The position peaked at $23.7K in Q2 2015. 489 funds tracked by Wall St. Rank hold DTE as of Q3 2015.

  • Achievement Holdings reported no remaining DTE Energy position as of Q3 2015 after selling out during the quarter.
  • Achievement Holdings sold 372,495 DTE Energy shares in Q3 2015, an estimated $23.7K.
  • Achievement Holdings first reported a position in DTE Energy in Q1 2015 and held it in 2 quarters.
  • Achievement Holdings's DTE Energy position peaked at $23.7K in Q2 2015.
  • 489 funds tracked by Wall St. Rank held DTE Energy as of Q3 2015.

Based on Achievement Holdings's 13F filing for Q3 2015, filed 16 Nov 2015.