Cornerstone Advisors’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$2.37M Hold
22,325
0.19% 125
2018
Q4
$2.1M Hold
22,325
0.18% 134
2018
Q3
$2.07M Buy
22,325
+9,400
+73% +$876K 0.15% 155
2018
Q2
$1.14M Hold
12,925
0.14% 149
2018
Q1
$1.15M Hold
12,925
0.14% 160
2017
Q4
$1.2M Buy
12,925
+2,350
+22% +$223K 0.14% 174
2017
Q3
$966K Buy
10,575
+5,875
+125% +$544K 0.11% 196
2017
Q2
$423K Buy
+4,700
New +$426K 0.08% 205

Other funds holding DTE

Cornerstone Advisors's DTE Position: Q1 2019 in Review

Cornerstone Advisors held its DTE Energy (DTE) position steady in Q1 2019 at 22,325 shares worth $2.37M. The position accounts for 0.19% of the portfolio, ranked #125.

Cornerstone Advisors first reported a position in DTE in Q2 2017 and has held it in 8 quarters since. 663 funds tracked by Wall St. Rank hold DTE as of Q1 2019.

  • Cornerstone Advisors held 22,325 shares of DTE Energy worth $2.37M as of Q1 2019.
  • Cornerstone Advisors left its DTE Energy share count unchanged in Q1 2019.
  • DTE Energy made up 0.19% of Cornerstone Advisors's portfolio in Q1 2019, its #125 holding.
  • Cornerstone Advisors first reported a position in DTE Energy in Q2 2017 and has held it in 8 quarters since.
  • 663 funds tracked by Wall St. Rank held DTE Energy as of Q1 2019.

Based on Cornerstone Advisors's 13F filing for Q1 2019, filed 9 May 2019.