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New York Life Trust’s DTE Energy DTE Stock Holding History

New York Life 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 		$2K Sell
24
-448
-95% -$37.9K 0.1% 167
2016
Q4 		$40K Buy
+472
New +$37.9K 0.19% 146
2014
Q2 		– Sell
-14
Closed -$1K – 198
2014
Q1 		$1K Buy
+14
New +$825 ﹤0.01% 196

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

New York Life Trust's DTE Position: Q1 2017 in Review

New York Life Trust reduced its DTE Energy (DTE) stake by 95% in Q1 2017, selling an estimated $37.9K and leaving 24 shares worth $2K. The position accounts for 0.1% of the portfolio, ranked #167.

New York Life Trust first reported a position in DTE in Q1 2014 and has held it in 3 quarters since. The position peaked at $40K in Q4 2016. 561 funds tracked by Wall St. Rank hold DTE as of Q1 2017.

  • New York Life Trust held 24 shares of DTE Energy worth $2K as of Q1 2017.
  • New York Life Trust sold 448 DTE Energy shares in Q1 2017, an estimated $37.9K.
  • DTE Energy made up 0.1% of New York Life Trust's portfolio in Q1 2017, its #167 holding.
  • New York Life Trust first reported a position in DTE Energy in Q1 2014 and has held it in 3 quarters since.
  • New York Life Trust's DTE Energy position peaked at $40K in Q4 2016.
  • 561 funds tracked by Wall St. Rank held DTE Energy as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.