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Rampart Investment Management’s DTE Energy DTE Stock Holding History

Rampart Investment Management’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
2020
Q3 		– Sell
-4,555
Closed -$417K – 439
2020
Q2 		$417K Buy
4,555
+2,697
+145% +$239K 0.07% 284
2020
Q1 		$150K Sell
1,858
-11,870
-86% -$1.2M 0.07% 247
2019
Q4 		$1.52M Sell
13,728
-1,924
-12% -$208K 0.18% 156
2019
Q3 		$1.77M Sell
15,652
-2,207
-12% -$244K 0.22% 138
2019
Q2 		$1.94M Sell
17,859
-802
-4% -$86.1K 0.23% 134
2019
Q1 		$1.98M Buy
18,661
+2,317
+14% +$234K 0.23% 137
2018
Q4 		$1.53M Buy
16,344
+10,260
+169% +$1M 0.43% 62
2018
Q3 		$220K Buy
6,084
+3,921
+181% +$366K 0.1% 228
2018
Q2 		$191K Sell
2,163
-92
-4% -$7.97K 0.02% 453
2018
Q1 		$200K Sell
2,255
-311
-12% -$27.3K 0.02% 452
2017
Q4 		$239K Sell
2,566
-327
-11% -$31.1K 0.09% 245
2017
Q3 		$264K Buy
2,893
+173
+6% +$16K 0.09% 247
2017
Q2 		$245K Buy
2,720
+2,141
+370% +$194K 0.09% 252
2017
Q1 		$50K Buy
+579
New +$49K 0.02% 266

Other funds holding DTE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rampart Investment Management's DTE Position: Q3 2020 in Review

Rampart Investment Management sold out of DTE Energy (DTE) in Q3 2020, closing a stake of 4,555 shares — an estimated $417K sold.

Rampart Investment Management first reported a position in DTE in Q1 2017 and held it in 14 quarters. The position peaked at $1.98M in Q1 2019. 621 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

  • Rampart Investment Management reported no remaining DTE Energy position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 4,555 DTE Energy shares in Q3 2020, an estimated $417K.
  • Rampart Investment Management first reported a position in DTE Energy in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's DTE Energy position peaked at $1.98M in Q1 2019.
  • 621 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.