BRWM
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B. Riley Wealth Management’s DTE Energy DTE Stock Holding History

B. Riley Wealth 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
2015
Q3 		– Sell
-848
Closed -$53K – 288
2015
Q2 		$53K Hold
848
– – 0.04% 390
2015
Q1 		$58K Hold
848
– – 0.04% 383
2014
Q4 		$62K Hold
848
– – 0.05% 356
2014
Q3 		$54K Hold
848
– – 0.04% 394
2014
Q2 		$56K Buy
848
+210
+33% +$13.6K 0.04% 445
2014
Q1 		$40K Buy
+638
New +$37.6K 0.03% 484

Other funds holding DTE

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

B. Riley Wealth Management's DTE Position: Q3 2015 in Review

B. Riley Wealth Management sold out of DTE Energy (DTE) in Q3 2015, closing a stake of 848 shares — an estimated $53K sold.

B. Riley Wealth Management first reported a position in DTE in Q1 2014 and held it in 6 quarters. The position peaked at $62K in Q4 2014. 489 funds tracked by Wall St. Rank hold DTE as of Q3 2015.

  • B. Riley Wealth Management reported no remaining DTE Energy position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 848 DTE Energy shares in Q3 2015, an estimated $53K.
  • B. Riley Wealth Management first reported a position in DTE Energy in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's DTE Energy position peaked at $62K in Q4 2014.
  • 489 funds tracked by Wall St. Rank held DTE Energy as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.