Yorktown Management & Research Company’s DTE Energy DTE Stock Holding History

Yorktown Management & Research Company’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
2018 Q2	–	Sell	-2,585	Closed	-$230K	–	360
2018 Q1	$230K	Hold	2,585	–	–	0.07%	342
2017 Q4	$241K	Hold	2,585	–	–	0.07%	342
2017 Q3	$236K	Buy	+2,585	New	+$240K	0.06%	335
2016 Q2	–	Sell	-31,138	Closed	-$2.4M	–	321
2016 Q1	$2.4M	Sell	31,138 -5,875	-16%	-$424K	0.47%	74
2015 Q4	$2.53M	Buy	37,013 +7,050	+24%	+$485K	0.45%	63
2015 Q3	$2.05M	Buy	+29,963	New	+$2M	0.34%	111

Other funds holding DTE

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Yorktown Management & Research Company's DTE Position: Q2 2018 in Review

Yorktown Management & Research Company sold out of DTE Energy (DTE) in Q2 2018, closing a stake of 2,585 shares — an estimated $230K sold.

Yorktown Management & Research Company first reported a position in DTE in Q3 2015 and held it in 6 quarters. The position peaked at $2.53M in Q4 2015. 599 funds tracked by Wall St. Rank hold DTE as of Q2 2018.

Yorktown Management & Research Company reported no remaining DTE Energy position as of Q2 2018 after selling out during the quarter.
Yorktown Management & Research Company sold 2,585 DTE Energy shares in Q2 2018, an estimated $230K.
Yorktown Management & Research Company first reported a position in DTE Energy in Q3 2015 and held it in 6 quarters.
Yorktown Management & Research Company's DTE Energy position peaked at $2.53M in Q4 2015.
599 funds tracked by Wall St. Rank held DTE Energy as of Q2 2018.

Based on Yorktown Management & Research Company's 13F filing for Q2 2018, filed 10 Aug 2018.