Alpine Woods Capital Investors’s DTE Energy DTE Stock Holding History

Alpine Woods Capital Investors’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 Q2	–	Sell	-19,858	Closed	-$1.76M	–	285
2018 Q1	$1.76M	Hold	19,858	–	–	0.09%	191
2017 Q4	$1.85M	Hold	19,858	–	–	0.09%	184
2017 Q3	$1.81M	Hold	19,858	–	–	0.09%	185
2017 Q2	$1.79M	Sell	19,858 -7,285	-27%	-$660K	0.1%	183
2017 Q1	$2.36M	Sell	27,143 -3,995	-13%	-$338K	0.13%	162
2016 Q4	$2.61M	Sell	31,138 -7,755	-20%	-$623K	0.14%	160
2016 Q3	$3.1M	Hold	38,893	–	–	0.17%	143
2016 Q2	$3.28M	Hold	38,893	–	–	0.2%	132
2016 Q1	$3M	Hold	38,893	–	–	0.17%	136
2015 Q4	$2.65M	Buy	38,893 +4,230	+12%	+$291K	0.14%	154
2015 Q3	$2.37M	Buy	34,663 +940	+3%	+$62.9K	0.13%	167
2015 Q2	$2.14M	Buy	+33,723	New	+$2.26M	0.11%	184

Other funds holding DTE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Alpine Woods Capital Investors's DTE Position: Q2 2018 in Review

Alpine Woods Capital Investors sold out of DTE Energy (DTE) in Q2 2018, closing a stake of 19,858 shares — an estimated $1.76M sold.

Alpine Woods Capital Investors first reported a position in DTE in Q2 2015 and held it in 12 quarters. The position peaked at $3.28M in Q2 2016. 599 funds tracked by Wall St. Rank hold DTE as of Q2 2018.

Alpine Woods Capital Investors reported no remaining DTE Energy position as of Q2 2018 after selling out during the quarter.
Alpine Woods Capital Investors sold 19,858 DTE Energy shares in Q2 2018, an estimated $1.76M.
Alpine Woods Capital Investors first reported a position in DTE Energy in Q2 2015 and held it in 12 quarters.
Alpine Woods Capital Investors's DTE Energy position peaked at $3.28M in Q2 2016.
599 funds tracked by Wall St. Rank held DTE Energy as of Q2 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2018, filed 9 Aug 2018.