First Allied Advisory Services’s DTE Energy DTE Stock Holding History

First Allied Advisory Services’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
2020 Q3	$769K	Buy	7,856 +627	+9%	+$61.3K	0.03%	559
2020 Q2	$661K	Buy	7,229 +300	+4%	+$26.5K	0.02%	561
2020 Q1	$560K	Sell	6,929 -3,336	-32%	-$339K	0.02%	563
2019 Q4	$1.13M	Buy	10,265 +314	+3%	+$33.9K	0.04%	437
2019 Q3	$1.13M	Sell	9,951 -443	-4%	-$49K	0.04%	436
2019 Q2	$1.13M	Buy	10,394 +15	+0.1%	+$1.61K	0.04%	430
2019 Q1	$1.1M	Sell	10,379 -42	-0.4%	-$4.24K	0.04%	429
2018 Q4	$976K	Sell	10,421 -496	-5%	-$48.4K	0.04%	423
2018 Q3	$1.02M	Buy	10,917 +848	+8%	+$79.1K	0.03%	460
2018 Q2	$889K	Sell	10,069 -4	-0%	-$346	0.03%	491
2018 Q1	$895K	Sell	10,073 -779	-7%	-$68.3K	0.03%	478
2017 Q4	$1.01M	Buy	10,852 +276	+3%	+$26.2K	0.04%	444
2017 Q3	$966K	Sell	10,576 -579	-5%	-$53.6K	0.04%	425
2017 Q2	$1.01M	Buy	11,155 +44	+0.4%	+$3.99K	0.04%	420
2017 Q1	$966K	Buy	11,111 +71	+0.6%	+$6.01K	0.05%	387
2016 Q4	$926K	Sell	11,040 -406	-4%	-$32.6K	0.05%	405
2016 Q3	$912K	Buy	11,446 +6,603	+136%	+$538K	0.05%	388
2016 Q2	$411K	Buy	4,843 +797	+20%	+$61.6K	0.02%	619
2016 Q1	$313K	Sell	4,046 -352	-8%	-$25.4K	0.02%	724
2015 Q4	$297K	Sell	4,398 -481	-10%	-$33.1K	0.02%	779
2015 Q3	$332K	Buy	4,879 +596	+14%	+$39.9K	0.02%	697
2015 Q2	$271K	Sell	4,283 -19	-0.4%	-$1.27K	0.01%	869
2015 Q1	$296K	Sell	4,302 -11	-0.3%	-$790	0.02%	783
2014 Q4	$315K	Buy	4,313 +20	+0.5%	+$1.39K	0.02%	727
2014 Q3	$279K	Sell	4,293 -594	-12%	-$38.5K	0.02%	761
2014 Q2	$324K	Sell	4,887 -191	-4%	-$12.4K	0.02%	687
2014 Q1	$319K	Buy	5,078 +22	+0.4%	+$1.3K	0.02%	695
2013 Q4	$287K	Buy	5,056 +704	+16%	+$40.4K	0.02%	678
2013 Q3	$246K	Buy	4,352 +257	+6%	+$14.9K	0.01%	808
2013 Q2	$234K	Buy	+4,095	New	+$241K	0.02%	781

Other funds holding DTE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

First Allied Advisory Services's DTE Position: Q3 2020 in Review

First Allied Advisory Services increased its DTE Energy (DTE) stake by 8.7% in Q3 2020, buying an estimated $61.3K and bringing the position to 7,856 shares worth $769K. The position accounts for 0.03% of the portfolio, ranked #559.

First Allied Advisory Services first reported a position in DTE in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.13M in Q4 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

First Allied Advisory Services held 7,856 shares of DTE Energy worth $769K as of Q3 2020.
First Allied Advisory Services bought 627 DTE Energy shares in Q3 2020, an estimated $61.3K.
DTE Energy made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #559 holding.
First Allied Advisory Services first reported a position in DTE Energy in Q2 2013 and has held it in 30 quarters since.
First Allied Advisory Services's DTE Energy position peaked at $1.13M in Q4 2019.
620 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.