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Rowland Carmichael Advisors’s DTE Energy DTE Stock Holding History

Rowland Carmichael 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 		– Sell
-4,174
Closed -$350K – 295
2016
Q4 		$350K Buy
4,174
+118
+3% +$9.49K 0.21% 150
2016
Q3 		$323K Buy
4,056
+235
+6% +$19.1K 0.21% 147
2016
Q2 		$322K Buy
+3,821
New +$296K 0.2% 147

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rowland Carmichael Advisors's DTE Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of DTE Energy (DTE) in Q1 2017, closing a stake of 4,174 shares — an estimated $350K sold.

Rowland Carmichael Advisors first reported a position in DTE in Q2 2016 and held it in 3 quarters. The position peaked at $350K in Q4 2016. 561 funds tracked by Wall St. Rank hold DTE as of Q1 2017.

  • Rowland Carmichael Advisors reported no remaining DTE Energy position as of Q1 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 4,174 DTE Energy shares in Q1 2017, an estimated $350K.
  • Rowland Carmichael Advisors first reported a position in DTE Energy in Q2 2016 and held it in 3 quarters.
  • Rowland Carmichael Advisors's DTE Energy position peaked at $350K in Q4 2016.
  • 561 funds tracked by Wall St. Rank held DTE Energy as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.