EDRH
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Edmond de Rothschild Holding’s DTE Energy DTE Stock Holding History

Edmond de Rothschild Holding’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
Q3 		– Sell
-2,210
Closed -$195K – 747
2018
Q2 		$195K Buy
2,210
+310
+16% +$26.9K 0.01% 482
2018
Q1 		$169K Buy
+1,900
New +$167K ﹤0.01% 499
2017
Q4 		– Sell
-2,229
Closed -$204K – 793
2017
Q3 		$204K Buy
+2,229
New +$207K 0.01% 488

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Edmond de Rothschild Holding's DTE Position: Q3 2018 in Review

Edmond de Rothschild Holding sold out of DTE Energy (DTE) in Q3 2018, closing a stake of 2,210 shares — an estimated $195K sold.

Edmond de Rothschild Holding first reported a position in DTE in Q3 2017 and held it in 3 quarters. The position peaked at $204K in Q3 2017. 628 funds tracked by Wall St. Rank hold DTE as of Q3 2018.

  • Edmond de Rothschild Holding reported no remaining DTE Energy position as of Q3 2018 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 2,210 DTE Energy shares in Q3 2018, an estimated $195K.
  • Edmond de Rothschild Holding first reported a position in DTE Energy in Q3 2017 and held it in 3 quarters.
  • Edmond de Rothschild Holding's DTE Energy position peaked at $204K in Q3 2017.
  • 628 funds tracked by Wall St. Rank held DTE Energy as of Q3 2018.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2018, filed 14 Nov 2018.