FineMark National Bank & Trust’s DTE Energy DTE Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-1,629	Closed	-$137K	–	541
2016 Q4	$137K	Hold	1,629	–	–	0.01%	402
2016 Q3	$130K	Buy	1,629 +118	+8%	+$9.62K	0.01%	399
2016 Q2	$127K	Sell	1,511 -353	-19%	-$27.3K	0.01%	381
2016 Q1	$144K	Sell	1,864 -36	-2%	-$2.6K	0.02%	352
2015 Q4	$130K	Hold	1,900	–	–	0.02%	394
2015 Q3	$130K	Sell	1,900 -93	-5%	-$6.22K	0.02%	392
2015 Q2	$127K	Sell	1,993 -236	-11%	-$15.8K	0.02%	424
2015 Q1	$153K	Hold	2,229	–	–	0.02%	392
2014 Q4	$164K	Sell	2,229 -13	-0.6%	-$903	0.02%	389
2014 Q3	$145K	Buy	2,242 +212	+10%	+$13.7K	0.02%	392
2014 Q2	$135K	Sell	2,030 -265	-12%	-$17.2K	0.02%	402
2014 Q1	$145K	Sell	2,295 -288	-11%	-$17K	0.03%	373
2013 Q4	$146K	Hold	2,583	–	–	0.03%	354
2013 Q3	$145K	Buy	2,583 +25	+1%	+$1.45K	0.04%	360
2013 Q2	$147K	Buy	+2,558	New	+$151K	0.04%	323

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FineMark National Bank & Trust's DTE Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of DTE Energy (DTE) in Q1 2017, closing a stake of 1,629 shares — an estimated $137K sold.

FineMark National Bank & Trust first reported a position in DTE in Q2 2013 and held it in 15 quarters. The position peaked at $164K in Q4 2014. 561 funds tracked by Wall St. Rank hold DTE as of Q1 2017.

FineMark National Bank & Trust reported no remaining DTE Energy position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 1,629 DTE Energy shares in Q1 2017, an estimated $137K.
FineMark National Bank & Trust first reported a position in DTE Energy in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's DTE Energy position peaked at $164K in Q4 2014.
561 funds tracked by Wall St. Rank held DTE Energy as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.