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Joel Isaacson & Co’s DTE Energy DTE Stock Holding History

Joel Isaacson & Co’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
-367
Closed -$28K – 729
2016
Q1 		$28K Buy
367
+206
+128% +$14.9K 0.01% 425
2015
Q4 		$11K Hold
161
– – ﹤0.01% 537
2015
Q3 		$11K Hold
161
– – ﹤0.01% 557
2015
Q2 		$10K Hold
161
– – ﹤0.01% 584
2015
Q1 		$11K Buy
+161
New +$11.6K ﹤0.01% 557

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

Joel Isaacson & Co's DTE Position: Q2 2016 in Review

Joel Isaacson & Co sold out of DTE Energy (DTE) in Q2 2016, closing a stake of 367 shares — an estimated $28K sold.

Joel Isaacson & Co first reported a position in DTE in Q1 2015 and held it in 5 quarters. The position peaked at $28K in Q1 2016. 519 funds tracked by Wall St. Rank hold DTE as of Q2 2016.

  • Joel Isaacson & Co reported no remaining DTE Energy position as of Q2 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 367 DTE Energy shares in Q2 2016, an estimated $28K.
  • Joel Isaacson & Co first reported a position in DTE Energy in Q1 2015 and held it in 5 quarters.
  • Joel Isaacson & Co's DTE Energy position peaked at $28K in Q1 2016.
  • 519 funds tracked by Wall St. Rank held DTE Energy as of Q2 2016.

Based on Joel Isaacson & Co's 13F filing for Q2 2016, filed 22 Jul 2016.