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Appleton Partners’s DTE Energy DTE Stock Holding History

Appleton 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
2017
Q3 		– Sell
-3,525
Closed -$317K – 241
2017
Q2 		$317K Buy
+3,525
New +$319K 0.05% 194
2017
Q1 		– Sell
-3,525
Closed -$296K – 231
2016
Q4 		$296K Hold
3,525
– – 0.06% 181
2016
Q3 		$281K Buy
+3,525
New +$287K 0.05% 183

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Appleton Partners's DTE Position: Q3 2017 in Review

Appleton Partners sold out of DTE Energy (DTE) in Q3 2017, closing a stake of 3,525 shares — an estimated $317K sold.

Appleton Partners first reported a position in DTE in Q3 2016 and held it in 3 quarters. The position peaked at $317K in Q2 2017. 583 funds tracked by Wall St. Rank hold DTE as of Q3 2017.

  • Appleton Partners reported no remaining DTE Energy position as of Q3 2017 after selling out during the quarter.
  • Appleton Partners sold 3,525 DTE Energy shares in Q3 2017, an estimated $317K.
  • Appleton Partners first reported a position in DTE Energy in Q3 2016 and held it in 3 quarters.
  • Appleton Partners's DTE Energy position peaked at $317K in Q2 2017.
  • 583 funds tracked by Wall St. Rank held DTE Energy as of Q3 2017.

Based on Appleton Partners's 13F filing for Q3 2017, filed 12 Oct 2017.