First Foundation Advisors’s DTE Energy DTE Stock Holding History

First Foundation 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 Q3	–	Sell	-2,468	Closed	-$218K	–	361
2018 Q2	$218K	Buy	+2,468	New	+$214K	0.01%	299

Other funds holding DTE

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

First Foundation Advisors's DTE Position: Q3 2018 in Review

First Foundation Advisors sold out of DTE Energy (DTE) in Q3 2018, closing a stake of 2,468 shares — an estimated $218K sold.

First Foundation Advisors first reported a position in DTE in Q2 2018 and held it in 1 quarter. The position peaked at $218K in Q2 2018. 628 funds tracked by Wall St. Rank hold DTE as of Q3 2018.

First Foundation Advisors reported no remaining DTE Energy position as of Q3 2018 after selling out during the quarter.
First Foundation Advisors sold 2,468 DTE Energy shares in Q3 2018, an estimated $218K.
First Foundation Advisors first reported a position in DTE Energy in Q2 2018 and held it in 1 quarter.
First Foundation Advisors's DTE Energy position peaked at $218K in Q2 2018.
628 funds tracked by Wall St. Rank held DTE Energy as of Q3 2018.

Based on First Foundation Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.