Evercore Wealth Management’s DTE Energy DTE Stock Holding History

Evercore Wealth 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
2018 Q1	–	Sell	-541	Closed	-$50K	–	460
2017 Q4	$50K	Hold	541	–	–	﹤0.01%	581
2017 Q3	$49K	Sell	541 -146	-21%	-$13.5K	﹤0.01%	576
2017 Q2	$62K	Buy	687 +293	+74%	+$26.5K	﹤0.01%	551
2017 Q1	$34K	Sell	394 -42	-10%	-$3.56K	﹤0.01%	665
2016 Q4	$37K	Sell	436 -32	-7%	-$2.57K	﹤0.01%	655
2016 Q3	$37K	Hold	468	–	–	﹤0.01%	661
2016 Q2	$39K	Hold	468	–	–	﹤0.01%	625
2016 Q1	$36K	Hold	468	–	–	﹤0.01%	630
2015 Q4	$32K	Buy	468 +74	+19%	+$5.09K	﹤0.01%	673
2015 Q3	$27K	Hold	394	–	–	﹤0.01%	682
2015 Q2	$25K	Sell	394 -6	-2%	-$401	﹤0.01%	749
2015 Q1	$27K	Buy	400 +6	+2%	+$431	﹤0.01%	732
2014 Q4	$29K	Hold	394	–	–	﹤0.01%	619
2014 Q3	$25K	Sell	394 -29	-7%	-$1.88K	﹤0.01%	704
2014 Q2	$29K	Buy	+423	New	+$27.4K	﹤0.01%	681

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Evercore Wealth Management's DTE Position: Q1 2018 in Review

Evercore Wealth Management sold out of DTE Energy (DTE) in Q1 2018, closing a stake of 541 shares — an estimated $50K sold.

Evercore Wealth Management first reported a position in DTE in Q2 2014 and held it in 15 quarters. The position peaked at $62K in Q2 2017. 611 funds tracked by Wall St. Rank hold DTE as of Q1 2018.

Evercore Wealth Management reported no remaining DTE Energy position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 541 DTE Energy shares in Q1 2018, an estimated $50K.
Evercore Wealth Management first reported a position in DTE Energy in Q2 2014 and held it in 15 quarters.
Evercore Wealth Management's DTE Energy position peaked at $62K in Q2 2017.
611 funds tracked by Wall St. Rank held DTE Energy as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.