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Girard Partners’s DTE Energy DTE Stock Holding History

Girard Partners’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
2019
Q3 		– Sell
-2,144
Closed -$233K – 218
2019
Q2 		$233K Hold
2,144
– – 0.04% 223
2019
Q1 		$227K Hold
2,144
– – 0.04% 227
2018
Q4 		$201K Sell
2,144
-588
-22% -$57.4K 0.04% 230
2018
Q3 		$253K Hold
2,732
– – 0.04% 220
2018
Q2 		$241K Hold
2,732
– – 0.05% 230
2018
Q1 		$243K Sell
2,732
-652
-19% -$57.2K 0.06% 208
2017
Q4 		$315K Buy
+3,384
New +$322K 0.06% 214

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Girard Partners's DTE Position: Q3 2019 in Review

Girard Partners sold out of DTE Energy (DTE) in Q3 2019, closing a stake of 2,144 shares — an estimated $233K sold.

Girard Partners first reported a position in DTE in Q4 2017 and held it in 7 quarters. The position peaked at $315K in Q4 2017. 647 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

  • Girard Partners reported no remaining DTE Energy position as of Q3 2019 after selling out during the quarter.
  • Girard Partners sold 2,144 DTE Energy shares in Q3 2019, an estimated $233K.
  • Girard Partners first reported a position in DTE Energy in Q4 2017 and held it in 7 quarters.
  • Girard Partners's DTE Energy position peaked at $315K in Q4 2017.
  • 647 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on Girard Partners's 13F filing for Q3 2019, filed 1 Nov 2019.