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1919 Investment Counsel’s DTE Energy DTE Stock Holding History

1919 Investment Counsel’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 		$164K Sell
2,524
-182
-7% -$11.8K ﹤0.01% 566
2014
Q2 		$180K Hold
2,706
– – ﹤0.01% 547
2014
Q1 		$172K Hold
2,706
– – ﹤0.01% 542
2013
Q4 		$153K Hold
2,706
– – ﹤0.01% 560
2013
Q3 		$152K Sell
2,706
-264
-9% -$15.3K ﹤0.01% 550
2013
Q2 		$170K Buy
+2,970
New +$175K ﹤0.01% 523

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

1919 Investment Counsel's DTE Position: Q3 2014 in Review

1919 Investment Counsel reduced its DTE Energy (DTE) stake by 6.7% in Q3 2014, selling an estimated $11.8K and leaving 2,524 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

1919 Investment Counsel first reported a position in DTE in Q2 2013 and has held it in 6 quarters since. The position peaked at $180K in Q2 2014. 459 funds tracked by Wall St. Rank hold DTE as of Q3 2014.

  • 1919 Investment Counsel held 2,524 shares of DTE Energy worth $164K as of Q3 2014.
  • 1919 Investment Counsel sold 182 DTE Energy shares in Q3 2014, an estimated $11.8K.
  • DTE Energy made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #566 holding.
  • 1919 Investment Counsel first reported a position in DTE Energy in Q2 2013 and has held it in 6 quarters since.
  • 1919 Investment Counsel's DTE Energy position peaked at $180K in Q2 2014.
  • 459 funds tracked by Wall St. Rank held DTE Energy as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.