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Boston Advisors’s DTE Energy DTE Stock Holding History

Boston Advisors’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
2019
Q3 		$265K Sell
2,339
-647
-22% -$71.5K 0.01% 533
2019
Q2 		$325K Hold
2,986
– – 0.02% 550
2019
Q1 		$317K Sell
2,986
-70
-2% -$7.07K 0.02% 544
2018
Q4 		$287K Buy
3,056
+194
+7% +$18.9K 0.02% 544
2018
Q3 		$266K Hold
2,862
– – 0.01% 583
2018
Q2 		$252K Sell
2,862
-141
-5% -$12.2K 0.01% 602
2018
Q1 		$267K Sell
3,003
-1,410
-32% -$124K 0.01% 580
2017
Q4 		$411K Sell
4,413
-470
-10% -$44.7K 0.01% 531
2017
Q3 		$446K Hold
4,883
– – 0.01% 511
2017
Q2 		$440K Hold
4,883
– – 0.01% 515
2017
Q1 		$424K Hold
4,883
– – 0.01% 503
2016
Q4 		$409K Sell
4,883
-88
-2% -$7.07K 0.01% 516
2016
Q3 		$396K Sell
4,971
-353
-7% -$28.8K 0.01% 559
2016
Q2 		$449K Hold
5,324
– – 0.01% 507
2016
Q1 		$411K Hold
5,324
– – 0.01% 510
2015
Q4 		$363K Hold
5,324
– – 0.01% 537
2015
Q3 		$364K Hold
5,324
– – 0.01% 612
2015
Q2 		$338K Sell
5,324
-235
-4% -$15.7K 0.01% 579
2015
Q1 		$382K Sell
5,559
-235
-4% -$16.9K 0.02% 528
2014
Q4 		$426K Buy
5,794
+141
+2% +$9.79K 0.02% 373
2014
Q3 		$366K Hold
5,653
– – 0.02% 406
2014
Q2 		$375K Hold
5,653
– – 0.02% 420
2014
Q1 		$357K Sell
5,653
-147
-3% -$8.66K 0.02% 422
2013
Q4 		$328K Sell
5,800
-7,097
-55% -$407K 0.02% 437
2013
Q3 		$724K Sell
12,897
-129,015
-91% -$7.48M 0.04% 287
2013
Q2 		$8.09M Buy
+141,912
New +$8.36M 0.39% 82

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Advisors's DTE Position: Q3 2019 in Review

Boston Advisors reduced its DTE Energy (DTE) stake by 22% in Q3 2019, selling an estimated $71.5K and leaving 2,339 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #533.

Boston Advisors first reported a position in DTE in Q2 2013 and has held it in 26 quarters since. The position peaked at $8.09M in Q2 2013. 647 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

  • Boston Advisors held 2,339 shares of DTE Energy worth $265K as of Q3 2019.
  • Boston Advisors sold 647 DTE Energy shares in Q3 2019, an estimated $71.5K.
  • DTE Energy made up 0.01% of Boston Advisors's portfolio in Q3 2019, its #533 holding.
  • Boston Advisors first reported a position in DTE Energy in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's DTE Energy position peaked at $8.09M in Q2 2013.
  • 647 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.