Amica Retiree Medical Trust’s DTE Energy DTE Stock Holding History

Amica Retiree Medical Trust’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
2020 Q1	–	Sell	-953	Closed	-$105K	–	244
2019 Q4	$105K	Buy	953 +499	+110%	+$53.8K	0.08%	257
2019 Q3	$51K	Hold	454	–	–	0.04%	313
2019 Q2	$49K	Hold	454	–	–	0.04%	334
2019 Q1	$48K	Hold	454	–	–	0.04%	320
2018 Q4	$43K	Sell	454 -792	-64%	-$77.3K	0.04%	324
2018 Q3	$116K	Hold	1,246	–	–	0.1%	224
2018 Q2	$110K	Hold	1,246	–	–	0.1%	232
2018 Q1	$111K	Hold	1,246	–	–	0.1%	230
2017 Q4	$116K	Hold	1,246	–	–	0.09%	248
2017 Q3	$114K	Hold	1,246	–	–	0.09%	253
2017 Q2	$112K	Hold	1,246	–	–	0.09%	249
2017 Q1	$108K	Hold	1,246	–	–	0.09%	253
2016 Q4	$104K	Buy	+1,246	New	+$100K	0.08%	269

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Amica Retiree Medical Trust's DTE Position: Q1 2020 in Review

Amica Retiree Medical Trust sold out of DTE Energy (DTE) in Q1 2020, closing a stake of 953 shares — an estimated $105K sold.

Amica Retiree Medical Trust first reported a position in DTE in Q4 2016 and held it in 13 quarters. The position peaked at $116K in Q3 2018. 621 funds tracked by Wall St. Rank hold DTE as of Q1 2020.

Amica Retiree Medical Trust reported no remaining DTE Energy position as of Q1 2020 after selling out during the quarter.
Amica Retiree Medical Trust sold 953 DTE Energy shares in Q1 2020, an estimated $105K.
Amica Retiree Medical Trust first reported a position in DTE Energy in Q4 2016 and held it in 13 quarters.
Amica Retiree Medical Trust's DTE Energy position peaked at $116K in Q3 2018.
621 funds tracked by Wall St. Rank held DTE Energy as of Q1 2020.

Based on Amica Retiree Medical Trust's 13F filing for Q1 2020, filed 13 May 2020.