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Bell Bank’s DTE Energy DTE Stock Holding History

Bell Bank’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
Q4 		– Sell
-11,698
Closed -$800K – 134
2015
Q3 		$800K Sell
11,698
-36
-0.3% -$2.41K 0.63% 73
2015
Q2 		$745K Sell
11,734
-149
-1% -$9.97K 0.55% 76
2015
Q1 		$816K Buy
11,883
+185
+2% +$13.3K 0.57% 78
2014
Q4 		$860K Sell
11,698
-59
-0.5% -$4.1K 0.59% 73
2014
Q3 		$761K Buy
11,757
+523
+5% +$33.9K 0.55% 79
2014
Q2 		$745K Buy
11,234
+90
+0.8% +$5.84K 0.52% 86
2014
Q1 		$705K Sell
11,144
-1,283
-10% -$75.6K 0.47% 99
2013
Q4 		$702K Sell
12,427
-1,451
-10% -$83.2K 0.36% 127
2013
Q3 		$779K Sell
13,878
-213
-2% -$12.3K 0.27% 157
2013
Q2 		$804K Buy
+14,091
New +$830K 0.28% 158

Other funds holding DTE

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
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
Capital World Investors
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bell Bank's DTE Position: Q4 2015 in Review

Bell Bank sold out of DTE Energy (DTE) in Q4 2015, closing a stake of 11,698 shares — an estimated $800K sold.

Bell Bank first reported a position in DTE in Q2 2013 and held it in 10 quarters. The position peaked at $860K in Q4 2014. 491 funds tracked by Wall St. Rank hold DTE as of Q4 2015.

  • Bell Bank reported no remaining DTE Energy position as of Q4 2015 after selling out during the quarter.
  • Bell Bank sold 11,698 DTE Energy shares in Q4 2015, an estimated $800K.
  • Bell Bank first reported a position in DTE Energy in Q2 2013 and held it in 10 quarters.
  • Bell Bank's DTE Energy position peaked at $860K in Q4 2014.
  • 491 funds tracked by Wall St. Rank held DTE Energy as of Q4 2015.

Based on Bell Bank's 13F filing for Q4 2015, filed 4 Feb 2016.