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Bell Rock Capital’s DTE Energy DTE Stock Holding History

Bell Rock Capital’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
Q1 		– Sell
-358
Closed -$33K – 446
2017
Q4 		$33K Buy
358
+2
+0.6% +$190 0.02% 269
2017
Q3 		$33K Buy
356
+3
+0.8% +$278 0.02% 260
2017
Q2 		$32K Buy
+353
New +$32K 0.02% 258

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bell Rock Capital's DTE Position: Q1 2018 in Review

Bell Rock Capital sold out of DTE Energy (DTE) in Q1 2018, closing a stake of 358 shares — an estimated $33K sold.

Bell Rock Capital first reported a position in DTE in Q2 2017 and held it in 3 quarters. The position peaked at $33K in Q4 2017. 611 funds tracked by Wall St. Rank hold DTE as of Q1 2018.

  • Bell Rock Capital reported no remaining DTE Energy position as of Q1 2018 after selling out during the quarter.
  • Bell Rock Capital sold 358 DTE Energy shares in Q1 2018, an estimated $33K.
  • Bell Rock Capital first reported a position in DTE Energy in Q2 2017 and held it in 3 quarters.
  • Bell Rock Capital's DTE Energy position peaked at $33K in Q4 2017.
  • 611 funds tracked by Wall St. Rank held DTE Energy as of Q1 2018.

Based on Bell Rock Capital's 13F filing for Q1 2018, filed 14 Nov 2018.