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Forward Management’s DTE Energy DTE Stock Holding History

Forward 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
2016
Q2 		– Sell
-4,583
Closed -$354K – 232
2016
Q1 		$354K Buy
+4,583
New +$331K 0.03% 200

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Forward Management's DTE Position: Q2 2016 in Review

Forward Management sold out of DTE Energy (DTE) in Q2 2016, closing a stake of 4,583 shares — an estimated $354K sold.

Forward Management first reported a position in DTE in Q1 2016 and held it in 1 quarter. The position peaked at $354K in Q1 2016. 519 funds tracked by Wall St. Rank hold DTE as of Q2 2016.

  • Forward Management reported no remaining DTE Energy position as of Q2 2016 after selling out during the quarter.
  • Forward Management sold 4,583 DTE Energy shares in Q2 2016, an estimated $354K.
  • Forward Management first reported a position in DTE Energy in Q1 2016 and held it in 1 quarter.
  • Forward Management's DTE Energy position peaked at $354K in Q1 2016.
  • 519 funds tracked by Wall St. Rank held DTE Energy as of Q2 2016.

Based on Forward Management's 13F filing for Q2 2016, filed 3 Aug 2016.