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Choate Investment Advisors’s DTE Energy DTE Stock Holding History

Choate Investment 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
2018
Q4 		– Sell
-2,180
Closed -$202K – 231
2018
Q3 		$202K Buy
+2,180
New +$203K 0.01% 194
2018
Q1 		– Sell
-2,297
Closed -$214K – 236
2017
Q4 		$214K Hold
2,297
– – 0.01% 231
2017
Q3 		$210K Hold
2,297
– – 0.01% 237
2017
Q2 		$207K Buy
+2,297
New +$208K 0.01% 238
2015
Q4 		– Sell
-2,979
Closed -$204K – 267
2015
Q3 		$204K Buy
+2,979
New +$199K 0.01% 237
2014
Q3 		– Sell
-3,164
Closed -$210K – 270
2014
Q2 		$210K Sell
3,164
-47
-1% -$3.05K 0.01% 256
2014
Q1 		$203K Buy
+3,211
New +$189K 0.01% 261

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Choate Investment Advisors's DTE Position: Q4 2018 in Review

Choate Investment Advisors sold out of DTE Energy (DTE) in Q4 2018, closing a stake of 2,180 shares — an estimated $202K sold.

Choate Investment Advisors first reported a position in DTE in Q1 2014 and held it in 7 quarters. The position peaked at $214K in Q4 2017. 659 funds tracked by Wall St. Rank hold DTE as of Q4 2018.

  • Choate Investment Advisors reported no remaining DTE Energy position as of Q4 2018 after selling out during the quarter.
  • Choate Investment Advisors sold 2,180 DTE Energy shares in Q4 2018, an estimated $202K.
  • Choate Investment Advisors first reported a position in DTE Energy in Q1 2014 and held it in 7 quarters.
  • Choate Investment Advisors's DTE Energy position peaked at $214K in Q4 2017.
  • 659 funds tracked by Wall St. Rank held DTE Energy as of Q4 2018.

Based on Choate Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.