Chartwell Investment Partners’s DTE Energy DTE Stock Holding History

Chartwell Investment 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
2016 Q4	–	Sell	-13,184	Closed	-$1.05M	–	419
2016 Q3	$1.05M	Hold	13,184	–	–	0.02%	368
2016 Q2	$1.11M	Hold	13,184	–	–	0.02%	351
2016 Q1	$1.02M	Buy	13,184 +83	+0.6%	+$6K	0.02%	293
2015 Q4	$894K	Buy	13,101 +176	+1%	+$12.1K	0.02%	282
2015 Q3	$884K	Buy	12,925 +3,525	+38%	+$236K	0.02%	282
2015 Q2	$597K	Hold	9,400	–	–	0.01%	297
2015 Q1	$646K	Hold	9,400	–	–	0.01%	300
2014 Q4	$691K	Hold	9,400	–	–	0.01%	336
2014 Q3	$609K	Buy	+9,400	New	+$609K	0.01%	331

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Chartwell Investment Partners's DTE Position: Q4 2016 in Review

Chartwell Investment Partners sold out of DTE Energy (DTE) in Q4 2016, closing a stake of 13,184 shares — an estimated $1.05M sold.

Chartwell Investment Partners first reported a position in DTE in Q3 2014 and held it in 9 quarters. The position peaked at $1.11M in Q2 2016. 571 funds tracked by Wall St. Rank hold DTE as of Q4 2016.

Chartwell Investment Partners reported no remaining DTE Energy position as of Q4 2016 after selling out during the quarter.
Chartwell Investment Partners sold 13,184 DTE Energy shares in Q4 2016, an estimated $1.05M.
Chartwell Investment Partners first reported a position in DTE Energy in Q3 2014 and held it in 9 quarters.
Chartwell Investment Partners's DTE Energy position peaked at $1.11M in Q2 2016.
571 funds tracked by Wall St. Rank held DTE Energy as of Q4 2016.

Based on Chartwell Investment Partners's 13F filing for Q4 2016, filed 14 Feb 2017.