Aris Wealth Services’s DTE Energy DTE Stock Holding History

Aris Wealth 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
2015 Q3	$6K	Sell	88 -8,024	-99%	-$537K	0.01%	265
2015 Q2	$515K	Buy	8,112 +984	+14%	+$65.8K	0.47%	77
2015 Q1	$489K	Buy	7,128 +423	+6%	+$30.4K	0.46%	73
2014 Q4	$493K	Buy	6,705 +523	+8%	+$36.3K	0.55%	69
2014 Q3	$400K	Buy	6,182 +294	+5%	+$19K	0.5%	76
2014 Q2	$390K	Buy	5,888 +224	+4%	+$14.5K	0.51%	76
2014 Q1	$358K	Buy	5,664 +89	+2%	+$5.24K	0.52%	71
2013 Q4	$315K	Buy	5,575 +206	+4%	+$11.8K	0.53%	68
2013 Q3	$301K	Buy	5,369 +473	+10%	+$27.4K	0.55%	67
2013 Q2	$279K	Buy	+4,896	New	+$288K	0.6%	60

Other funds holding DTE

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

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

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

Millennium Management New York $240B AUM 35.51% 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

Aris Wealth Services's DTE Position: Q3 2015 in Review

Aris Wealth Services reduced its DTE Energy (DTE) stake by 99% in Q3 2015, selling an estimated $537K and leaving 88 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #265.

Aris Wealth Services first reported a position in DTE in Q2 2013 and has held it in 10 quarters since. The position peaked at $515K in Q2 2015. 489 funds tracked by Wall St. Rank hold DTE as of Q3 2015.

Aris Wealth Services held 88 shares of DTE Energy worth $6K as of Q3 2015.
Aris Wealth Services sold 8,024 DTE Energy shares in Q3 2015, an estimated $537K.
DTE Energy made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #265 holding.
Aris Wealth Services first reported a position in DTE Energy in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's DTE Energy position peaked at $515K in Q2 2015.
489 funds tracked by Wall St. Rank held DTE Energy as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.