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Advocacy Wealth Management Services’s DTE Energy DTE Stock Holding History

Advocacy Wealth Management Services’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
2016
Q1 		– Sell
-175
Closed -$12K – 524
2015
Q4 		$12K Buy
+175
New +$12K 0.01% 324

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advocacy Wealth Management Services's DTE Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of DTE Energy (DTE) in Q1 2016, closing a stake of 175 shares — an estimated $12K sold.

Advocacy Wealth Management Services first reported a position in DTE in Q4 2015 and held it in 1 quarter. The position peaked at $12K in Q4 2015. 505 funds tracked by Wall St. Rank hold DTE as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining DTE Energy position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 175 DTE Energy shares in Q1 2016, an estimated $12K.
  • Advocacy Wealth Management Services first reported a position in DTE Energy in Q4 2015 and held it in 1 quarter.
  • Advocacy Wealth Management Services's DTE Energy position peaked at $12K in Q4 2015.
  • 505 funds tracked by Wall St. Rank held DTE Energy as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.