ACM
DTE icon

Aviance Capital Management’s DTE Energy DTE Stock Holding History

Aviance Capital Management’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
Q1 		– Sell
-49
Closed -$3K – 312
2013
Q4 		$3K Sell
49
-77
-61% -$4.41K ﹤0.01% 390
2013
Q3 		$7K Sell
126
-26,153
-100% -$1.52M ﹤0.01% 344
2013
Q2 		$1.5M Buy
+26,279
New +$1.55M 0.82% 43

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aviance Capital Management's DTE Position: Q1 2014 in Review

Aviance Capital Management sold out of DTE Energy (DTE) in Q1 2014, closing a stake of 49 shares — an estimated $3K sold.

Aviance Capital Management first reported a position in DTE in Q2 2013 and held it in 3 quarters. The position peaked at $1.5M in Q2 2013. 464 funds tracked by Wall St. Rank hold DTE as of Q1 2014.

  • Aviance Capital Management reported no remaining DTE Energy position as of Q1 2014 after selling out during the quarter.
  • Aviance Capital Management sold 49 DTE Energy shares in Q1 2014, an estimated $3K.
  • Aviance Capital Management first reported a position in DTE Energy in Q2 2013 and held it in 3 quarters.
  • Aviance Capital Management's DTE Energy position peaked at $1.5M in Q2 2013.
  • 464 funds tracked by Wall St. Rank held DTE Energy as of Q1 2014.

Based on Aviance Capital Management's 13F filing for Q1 2014, filed 15 May 2014.