Blue Bell Private Wealth Management’s DTE Energy DTE Stock Holding History

Blue Bell Private 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
2016 Q4	–	Sell	-443	Closed	-$36K	–	305
2016 Q3	$36K	Hold	443	–	–	0.02%	238
2016 Q2	$38K	Hold	443	–	–	0.02%	236
2016 Q1	$34K	Hold	443	–	–	0.02%	249
2015 Q4	$30K	Hold	443	–	–	0.02%	266
2015 Q3	$30K	Hold	443	–	–	0.02%	269
2015 Q2	$28K	Hold	443	–	–	0.02%	279
2015 Q1	$30K	Hold	443	–	–	0.02%	267
2014 Q4	$32K	Hold	443	–	–	0.02%	271
2014 Q3	$29K	Hold	443	–	–	0.02%	297
2014 Q2	$29K	Hold	443	–	–	0.02%	283
2014 Q1	$28K	Hold	443	–	–	0.02%	255
2013 Q4	$25K	Buy	+443	New	+$25.4K	0.02%	278

Other funds holding DTE

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blue Bell Private Wealth Management's DTE Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of DTE Energy (DTE) in Q4 2016, closing a stake of 443 shares — an estimated $36K sold.

Blue Bell Private Wealth Management first reported a position in DTE in Q4 2013 and held it in 12 quarters. The position peaked at $38K in Q2 2016. 571 funds tracked by Wall St. Rank hold DTE as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining DTE Energy position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 443 DTE Energy shares in Q4 2016, an estimated $36K.
Blue Bell Private Wealth Management first reported a position in DTE Energy in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's DTE Energy position peaked at $38K in Q2 2016.
571 funds tracked by Wall St. Rank held DTE Energy as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.