Diversified Portfolios Inc’s Dte Energy Company DTZ.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-3,130
Closed -$331K 55
2017
Q2
$331K Hold
3,130
0.2% 34
2017
Q1
$320K Hold
3,130
0.19% 33
2016
Q4
$308K Hold
3,130
0.19% 33
2016
Q3
$293K Buy
3,130
+572
+22% +$14.9K 0.18% 32
2016
Q2
$254K Hold
2,558
0.16% 41
2016
Q1
$232K Hold
2,558
0.15% 42
2015
Q4
$205K Sell
2,558
-1,292
-34% -$34.1K 0.13% 49
2015
Q3
$309K Buy
3,850
+1,292
+51% +$34K 0.2% 35
2015
Q2
$208K Hold
2,558
0.13% 48
2015
Q1
$206K Buy
2,558
+100
+4% +$2.67K 0.13% 52
2014
Q4
$212K Buy
+2,458
New +$64.4K 0.13% 77

Diversified Portfolios Inc's DTZ.CL Position: Q3 2017 in Review

Diversified Portfolios Inc sold out of Dte Energy Company (DTZ.CL) in Q3 2017, closing a stake of 3,130 shares — an estimated $331K sold.

Diversified Portfolios Inc first reported a position in DTZ.CL in Q4 2014 and held it in 11 quarters. The position peaked at $331K in Q2 2017. 0 funds tracked by Wall St. Rank hold DTZ.CL as of Q3 2017.

  • Diversified Portfolios Inc reported no remaining Dte Energy Company position as of Q3 2017 after selling out during the quarter.
  • Diversified Portfolios Inc sold 3,130 Dte Energy Company shares in Q3 2017, an estimated $331K.
  • Diversified Portfolios Inc first reported a position in Dte Energy Company in Q4 2014 and held it in 11 quarters.
  • Diversified Portfolios Inc's Dte Energy Company position peaked at $331K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held Dte Energy Company as of Q3 2017.

Based on Diversified Portfolios Inc's 13F filing for Q3 2017, filed 24 Oct 2017.