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CT Financial Advisors’s DTE Energy DTE Stock Holding History

CT Financial Advisors’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
Q1 		$34.4K Hold
396
– – 0.02% 303
2016
Q4 		$33.2K Hold
396
– – 0.02% 304
2016
Q3 		$31.6K Hold
396
– – 0.02% 309
2016
Q2 		$33.4K Hold
396
– – 0.02% 309
2016
Q1 		$30.6K Hold
396
– – 0.02% 333
2015
Q4 		$27K Hold
396
– – 0.02% 350
2015
Q3 		$27.1K Hold
396
– – 0.02% 353
2015
Q2 		$25.2K Hold
396
– – 0.01% 371
2015
Q1 		$27.2K Hold
396
– – 0.02% 358
2014
Q4 		$29.1K Buy
+396
New +$27.5K 0.02% 287
2014
Q1 		$27.2K Buy
+396
New +$23.3K 0.02% 358

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CT Financial Advisors's DTE Position: Q1 2017 in Review

CT Financial Advisors held its DTE Energy (DTE) position steady in Q1 2017 at 396 shares worth $34.4K. The position accounts for 0.02% of the portfolio, ranked #303.

CT Financial Advisors first reported a position in DTE in Q1 2014 and has held it in 11 quarters since. 561 funds tracked by Wall St. Rank hold DTE as of Q1 2017.

  • CT Financial Advisors held 396 shares of DTE Energy worth $34.4K as of Q1 2017.
  • CT Financial Advisors left its DTE Energy share count unchanged in Q1 2017.
  • DTE Energy made up 0.02% of CT Financial Advisors's portfolio in Q1 2017, its #303 holding.
  • CT Financial Advisors first reported a position in DTE Energy in Q1 2014 and has held it in 11 quarters since.
  • 561 funds tracked by Wall St. Rank held DTE Energy as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.