Tiverton Asset Management’s DTE Energy DTE Stock Holding History

Tiverton Asset 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
2019 Q3	$219K	Buy	1,931 +948	+96%	+$105K	0.01%	524
2019 Q2	$107K	Sell	983 -3,193	-76%	-$343K	﹤0.01%	615
2019 Q1	$443K	Buy	4,176 +3,259	+355%	+$329K	0.02%	365
2018 Q4	$86K	Hold	917	–	–	0.01%	389
2018 Q3	$85K	Hold	917	–	–	﹤0.01%	373
2018 Q2	$81K	Hold	917	–	–	﹤0.01%	372
2018 Q1	$81K	Sell	917 -434	-32%	-$38.1K	0.01%	415
2017 Q4	$126K	Sell	1,351 -13	-1%	-$1.24K	0.01%	445
2017 Q3	$125K	Buy	+1,364	New	+$126K	0.01%	198

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Tiverton Asset Management's DTE Position: Q3 2019 in Review

Tiverton Asset Management increased its DTE Energy (DTE) stake by 96% in Q3 2019, buying an estimated $105K and bringing the position to 1,931 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #524.

Tiverton Asset Management first reported a position in DTE in Q3 2017 and has held it in 9 quarters since. The position peaked at $443K in Q1 2019. 647 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

Tiverton Asset Management held 1,931 shares of DTE Energy worth $219K as of Q3 2019.
Tiverton Asset Management bought 948 DTE Energy shares in Q3 2019, an estimated $105K.
DTE Energy made up 0.01% of Tiverton Asset Management's portfolio in Q3 2019, its #524 holding.
Tiverton Asset Management first reported a position in DTE Energy in Q3 2017 and has held it in 9 quarters since.
Tiverton Asset Management's DTE Energy position peaked at $443K in Q1 2019.
647 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.