Boston Private Bank & Trust’s DTE Energy DTE Stock Holding History

Boston Private Bank & 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
2015 Q1	$1.37M	Sell	19,887 -529	-3%	-$38K	0.06%	211
2014 Q4	$1.5M	Sell	20,416 -117	-0.6%	-$8.12K	0.07%	208
2014 Q3	$1.33M	Sell	20,533 -118	-0.6%	-$7.64K	0.06%	213
2014 Q2	$1.37M	Sell	20,651 -123	-0.6%	-$7.98K	0.07%	214
2014 Q1	$1.31M	Sell	20,774 -6,855	-25%	-$404K	0.07%	213
2013 Q4	$1.56M	Buy	27,629 +94	+0.3%	+$5.39K	0.08%	196
2013 Q3	$1.55M	Sell	27,535 -441	-2%	-$25.6K	0.09%	191
2013 Q2	$1.59M	Buy	+27,976	New	+$1.65M	0.09%	183

Other funds holding DTE

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Private Bank & Trust's DTE Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its DTE Energy (DTE) stake by 2.6% in Q1 2015, selling an estimated $38K and leaving 19,887 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #211.

Boston Private Bank & Trust first reported a position in DTE in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.59M in Q2 2013. 485 funds tracked by Wall St. Rank hold DTE as of Q1 2015.

Boston Private Bank & Trust held 19,887 shares of DTE Energy worth $1.37M as of Q1 2015.
Boston Private Bank & Trust sold 529 DTE Energy shares in Q1 2015, an estimated $38K.
DTE Energy made up 0.06% of Boston Private Bank & Trust's portfolio in Q1 2015, its #211 holding.
Boston Private Bank & Trust first reported a position in DTE Energy in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's DTE Energy position peaked at $1.59M in Q2 2013.
485 funds tracked by Wall St. Rank held DTE Energy as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.