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R&F Capital Advisors’s DTE Energy DTE Stock Holding History

R&F Capital Advisors’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 		$824K Buy
9,482
+6,234
+192% +$528K 0.21% 135
2016
Q4 		$272K Buy
+3,248
New +$261K 0.1% 331

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

R&F Capital Advisors's DTE Position: Q1 2017 in Review

R&F Capital Advisors increased its DTE Energy (DTE) stake by 192% in Q1 2017, buying an estimated $528K and bringing the position to 9,482 shares worth $824K. The position accounts for 0.21% of the portfolio, ranked #135.

R&F Capital Advisors first reported a position in DTE in Q4 2016 and has held it in 2 quarters since. 561 funds tracked by Wall St. Rank hold DTE as of Q1 2017.

  • R&F Capital Advisors held 9,482 shares of DTE Energy worth $824K as of Q1 2017.
  • R&F Capital Advisors bought 6,234 DTE Energy shares in Q1 2017, an estimated $528K.
  • DTE Energy made up 0.21% of R&F Capital Advisors's portfolio in Q1 2017, its #135 holding.
  • R&F Capital Advisors first reported a position in DTE Energy in Q4 2016 and has held it in 2 quarters since.
  • 561 funds tracked by Wall St. Rank held DTE Energy as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.