Sand Hill Global Advisors’s DTE Energy DTE Stock Holding History

Sand Hill Global 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
2019 Q4	–	Sell	-3,056	Closed	-$346K	–	140
2019 Q3	$346K	Buy	+3,056	New	+$338K	0.03%	113

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sand Hill Global Advisors's DTE Position: Q4 2019 in Review

Sand Hill Global Advisors sold out of DTE Energy (DTE) in Q4 2019, closing a stake of 3,056 shares — an estimated $346K sold.

Sand Hill Global Advisors first reported a position in DTE in Q3 2019 and held it in 1 quarter. The position peaked at $346K in Q3 2019. 688 funds tracked by Wall St. Rank hold DTE as of Q4 2019.

Sand Hill Global Advisors reported no remaining DTE Energy position as of Q4 2019 after selling out during the quarter.
Sand Hill Global Advisors sold 3,056 DTE Energy shares in Q4 2019, an estimated $346K.
Sand Hill Global Advisors first reported a position in DTE Energy in Q3 2019 and held it in 1 quarter.
Sand Hill Global Advisors's DTE Energy position peaked at $346K in Q3 2019.
688 funds tracked by Wall St. Rank held DTE Energy as of Q4 2019.

Based on Sand Hill Global Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.