R.M. Davis Inc’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-2,366
Closed -$206K 221
2017
Q1
$206K Buy
+2,366
New +$200K 0.01% 217

Other funds holding DTE

R.M. Davis Inc's DTE Position: Q2 2017 in Review

R.M. Davis Inc sold out of DTE Energy (DTE) in Q2 2017, closing a stake of 2,366 shares — an estimated $206K sold.

R.M. Davis Inc first reported a position in DTE in Q1 2017 and held it in 1 quarter. The position peaked at $206K in Q1 2017. 581 funds tracked by Wall St. Rank hold DTE as of Q2 2017.

  • R.M. Davis Inc reported no remaining DTE Energy position as of Q2 2017 after selling out during the quarter.
  • R.M. Davis Inc sold 2,366 DTE Energy shares in Q2 2017, an estimated $206K.
  • R.M. Davis Inc first reported a position in DTE Energy in Q1 2017 and held it in 1 quarter.
  • R.M. Davis Inc's DTE Energy position peaked at $206K in Q1 2017.
  • 581 funds tracked by Wall St. Rank held DTE Energy as of Q2 2017.

Based on R.M. Davis Inc's 13F filing for Q2 2017, filed 31 Jul 2017.