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Bowling Portfolio Management’s DTE Energy DTE Stock Holding History

Bowling Portfolio Management’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
Q2 		– Sell
-8,099
Closed -$704K – 373
2017
Q1 		$704K Buy
+8,099
New +$686K 0.12% 212

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bowling Portfolio Management's DTE Position: Q2 2017 in Review

Bowling Portfolio Management sold out of DTE Energy (DTE) in Q2 2017, closing a stake of 8,099 shares — an estimated $704K sold.

Bowling Portfolio Management first reported a position in DTE in Q1 2017 and held it in 1 quarter. The position peaked at $704K in Q1 2017. 581 funds tracked by Wall St. Rank hold DTE as of Q2 2017.

  • Bowling Portfolio Management reported no remaining DTE Energy position as of Q2 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 8,099 DTE Energy shares in Q2 2017, an estimated $704K.
  • Bowling Portfolio Management first reported a position in DTE Energy in Q1 2017 and held it in 1 quarter.
  • Bowling Portfolio Management's DTE Energy position peaked at $704K in Q1 2017.
  • 581 funds tracked by Wall St. Rank held DTE Energy as of Q2 2017.

Based on Bowling Portfolio Management's 13F filing for Q2 2017, filed 27 Jul 2017.