PI
DTE icon

PHH Investments’s DTE Energy DTE Stock Holding History

PHH Investments’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
Q4 		$1.07M Sell
9,669
-259
-3% -$27.9K 0.28% 46
2019
Q3 		$1.12M Sell
9,928
-10
-0.1% -$1.1K 0.31% 46
2019
Q2 		$1.08M Sell
9,938
-736
-7% -$79K 0.31% 46
2019
Q1 		$1.13M Buy
+10,674
New +$1.08M 0.33% 46

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PHH Investments's DTE Position: Q4 2019 in Review

PHH Investments reduced its DTE Energy (DTE) stake by 2.6% in Q4 2019, selling an estimated $27.9K and leaving 9,669 shares worth $1.07M. The position accounts for 0.28% of the portfolio, ranked #46.

PHH Investments first reported a position in DTE in Q1 2019 and has held it in 4 quarters since. The position peaked at $1.13M in Q1 2019. 689 funds tracked by Wall St. Rank hold DTE as of Q4 2019.

  • PHH Investments held 9,669 shares of DTE Energy worth $1.07M as of Q4 2019.
  • PHH Investments sold 259 DTE Energy shares in Q4 2019, an estimated $27.9K.
  • DTE Energy made up 0.28% of PHH Investments's portfolio in Q4 2019, its #46 holding.
  • PHH Investments first reported a position in DTE Energy in Q1 2019 and has held it in 4 quarters since.
  • PHH Investments's DTE Energy position peaked at $1.13M in Q1 2019.
  • 689 funds tracked by Wall St. Rank held DTE Energy as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.