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Concert Wealth Management’s DTE Energy DTE Stock Holding History

Concert 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
-2,653
Closed -$212K – 560
2016
Q3 		$212K Buy
+2,653
New +$216K 0.03% 623

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concert Wealth Management's DTE Position: Q4 2016 in Review

Concert Wealth Management sold out of DTE Energy (DTE) in Q4 2016, closing a stake of 2,653 shares — an estimated $212K sold.

Concert Wealth Management first reported a position in DTE in Q3 2016 and held it in 1 quarter. The position peaked at $212K in Q3 2016. 571 funds tracked by Wall St. Rank hold DTE as of Q4 2016.

  • Concert Wealth Management reported no remaining DTE Energy position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 2,653 DTE Energy shares in Q4 2016, an estimated $212K.
  • Concert Wealth Management first reported a position in DTE Energy in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's DTE Energy position peaked at $212K in Q3 2016.
  • 571 funds tracked by Wall St. Rank held DTE Energy as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.