Apriem Advisors’s DTE Energy DTE Stock Holding History

Apriem Advisors’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	-147	Closed	-$10K	–	539
2014 Q2	$10K	Buy	+147	New	+$9.54K	﹤0.01%	336

Other funds holding DTE

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

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Apriem Advisors's DTE Position: Q3 2014 in Review

Apriem Advisors sold out of DTE Energy (DTE) in Q3 2014, closing a stake of 147 shares — an estimated $10K sold.

Apriem Advisors first reported a position in DTE in Q2 2014 and held it in 1 quarter. The position peaked at $10K in Q2 2014. 459 funds tracked by Wall St. Rank hold DTE as of Q3 2014.

Apriem Advisors reported no remaining DTE Energy position as of Q3 2014 after selling out during the quarter.
Apriem Advisors sold 147 DTE Energy shares in Q3 2014, an estimated $10K.
Apriem Advisors first reported a position in DTE Energy in Q2 2014 and held it in 1 quarter.
Apriem Advisors's DTE Energy position peaked at $10K in Q2 2014.
459 funds tracked by Wall St. Rank held DTE Energy as of Q3 2014.

Based on Apriem Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.