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Rockefeller Financial Services’s DTE Energy DTE Stock Holding History

Rockefeller Financial Services’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
Q4 		$33K Hold
351
– – ﹤0.01% 444
2017
Q3 		$32K Buy
+351
New +$32.5K ﹤0.01% 446

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rockefeller Financial Services's DTE Position: Q4 2017 in Review

Rockefeller Financial Services held its DTE Energy (DTE) position steady in Q4 2017 at 351 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Rockefeller Financial Services first reported a position in DTE in Q3 2017 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold DTE as of Q4 2017.

  • Rockefeller Financial Services held 351 shares of DTE Energy worth $33K as of Q4 2017.
  • Rockefeller Financial Services left its DTE Energy share count unchanged in Q4 2017.
  • DTE Energy made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #444 holding.
  • Rockefeller Financial Services first reported a position in DTE Energy in Q3 2017 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held DTE Energy as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.