Old Mutual Customised Solutions’s DTE Energy DTE Stock Holding History

Old Mutual Customised Solutions’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 Q2	$1.1M	Buy	12,455 +8,225	+194%	+$712K	0.11%	229
2018 Q1	$376K	Hold	4,230	–	–	0.04%	445
2017 Q4	$394K	Hold	4,230	–	–	0.04%	440
2017 Q3	$386K	Hold	4,230	–	–	0.05%	394
2017 Q2	$381K	Hold	4,230	–	–	0.06%	378
2017 Q1	$368K	Hold	4,230	–	–	0.06%	379
2016 Q4	$355K	Buy	4,230 +1,527	+56%	+$123K	0.07%	352
2016 Q3	$215K	Sell	2,703 -1,997	-42%	-$163K	0.06%	365
2016 Q2	$396K	Hold	4,700	–	–	0.1%	253
2016 Q1	$363K	Hold	4,700	–	–	0.09%	271
2015 Q4	$321K	Sell	4,700 -118	-2%	-$8.12K	0.08%	293
2015 Q3	$330K	Hold	4,818	–	–	0.09%	277
2015 Q2	$306K	Hold	4,818	–	–	0.07%	348
2015 Q1	$331K	Hold	4,818	–	–	0.08%	301
2014 Q4	$354K	Hold	4,818	–	–	0.1%	261
2014 Q3	$312K	Sell	4,818 -705	-13%	-$45.7K	0.09%	258
2014 Q2	$366K	Hold	5,523	–	–	0.09%	266
2014 Q1	$349K	Hold	5,523	–	–	0.09%	257
2013 Q4	$312K	Hold	5,523	–	–	0.08%	280
2013 Q3	$310K	Hold	5,523	–	–	0.09%	268
2013 Q2	$315K	Buy	+5,523	New	+$325K	0.09%	225

Other funds holding DTE

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Old Mutual Customised Solutions's DTE Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its DTE Energy (DTE) stake by 194% in Q2 2018, buying an estimated $712K and bringing the position to 12,455 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #229.

Old Mutual Customised Solutions first reported a position in DTE in Q2 2013 and has held it in 21 quarters since. 598 funds tracked by Wall St. Rank hold DTE as of Q2 2018.

Old Mutual Customised Solutions held 12,455 shares of DTE Energy worth $1.1M as of Q2 2018.
Old Mutual Customised Solutions bought 8,225 DTE Energy shares in Q2 2018, an estimated $712K.
DTE Energy made up 0.11% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #229 holding.
Old Mutual Customised Solutions first reported a position in DTE Energy in Q2 2013 and has held it in 21 quarters since.
598 funds tracked by Wall St. Rank held DTE Energy as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.