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Tompkins Financial’s DTE Energy DTE Stock Holding History

Tompkins Financial’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
2014
Q3 		– Sell
-18
Closed -$1K – 489
2014
Q2 		$1K Hold
18
– – ﹤0.01% 498
2014
Q1 		$1K Buy
+18
New +$1.06K ﹤0.01% 488

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tompkins Financial's DTE Position: Q3 2014 in Review

Tompkins Financial sold out of DTE Energy (DTE) in Q3 2014, closing a stake of 18 shares — an estimated $1K sold.

Tompkins Financial first reported a position in DTE in Q1 2014 and held it in 2 quarters. The position peaked at $1K in Q2 2014. 459 funds tracked by Wall St. Rank hold DTE as of Q3 2014.

  • Tompkins Financial reported no remaining DTE Energy position as of Q3 2014 after selling out during the quarter.
  • Tompkins Financial sold 18 DTE Energy shares in Q3 2014, an estimated $1K.
  • Tompkins Financial first reported a position in DTE Energy in Q1 2014 and held it in 2 quarters.
  • Tompkins Financial's DTE Energy position peaked at $1K in Q2 2014.
  • 459 funds tracked by Wall St. Rank held DTE Energy as of Q3 2014.

Based on Tompkins Financial's 13F filing for Q3 2014, filed 10 Oct 2014.