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Bellwether Investment Group’s DTE Energy DTE Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-498
Closed -$43K – 214
2017
Q1 		$43K Hold
498
– – 0.11% 162
2016
Q4 		$42K Buy
+498
New +$40K 0.04% 295

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bellwether Investment Group's DTE Position: Q2 2017 in Review

Bellwether Investment Group sold out of DTE Energy (DTE) in Q2 2017, closing a stake of 498 shares — an estimated $43K sold.

Bellwether Investment Group first reported a position in DTE in Q4 2016 and held it in 2 quarters. The position peaked at $43K in Q1 2017. 581 funds tracked by Wall St. Rank hold DTE as of Q2 2017.

  • Bellwether Investment Group reported no remaining DTE Energy position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 498 DTE Energy shares in Q2 2017, an estimated $43K.
  • Bellwether Investment Group first reported a position in DTE Energy in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's DTE Energy position peaked at $43K in Q1 2017.
  • 581 funds tracked by Wall St. Rank held DTE Energy as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.