FAM
Fiduciary Asset Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $351K | Hold |
4,355
| – | – | 0.06% | 73 |
|
|
2014
Q4 | $376K | Hold |
4,355
| – | – | 0.07% | 68 |
|
|
2014
Q3 | $331K | Hold |
4,355
| – | – | 0.06% | 79 |
|
|
2014
Q2 | $339K | Hold |
4,355
| – | – | 0.07% | 76 |
|
|
2014
Q1 | $324K | Sell |
4,355
-1,000
| -19% | -$74.4K | 0.07% | 73 |
|
|
2013
Q4 | $356K | Hold |
5,355
| – | – | 0.08% | 66 |
|
|
2013
Q3 | $353K | Hold |
5,355
| – | – | 0.08% | 66 |
|
|
2013
Q2 | $359K | Buy |
+5,355
| New | +$359K | 0.08% | 69 |
|