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Girard Securities’s DTE Energy DTE Stock Holding History

Girard Securities’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
Q4 		– Sell
-3,662
Closed -$337K – 21
2017
Q3 		$337K Sell
3,662
-456
-11% -$42.3K 0.3% 76
2017
Q2 		$372K Buy
4,118
+988
+32% +$89.5K 0.28% 91
2017
Q1 		$272K Sell
3,130
-226
-7% -$19.1K 0.23% 115
2016
Q4 		$281K Sell
3,356
-1,349
-29% -$108K 0.24% 117
2016
Q3 		$375K Sell
4,705
-1,931
-29% -$157K 0.38% 74
2016
Q2 		$561K Buy
6,636
+690
+12% +$53.4K 0.51% 55
2016
Q1 		$455K Buy
+5,946
New +$430K 0.45% 63

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Girard Securities's DTE Position: Q4 2017 in Review

Girard Securities sold out of DTE Energy (DTE) in Q4 2017, closing a stake of 3,662 shares — an estimated $337K sold.

Girard Securities first reported a position in DTE in Q1 2016 and held it in 7 quarters. The position peaked at $561K in Q2 2016. 612 funds tracked by Wall St. Rank hold DTE as of Q4 2017.

  • Girard Securities reported no remaining DTE Energy position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 3,662 DTE Energy shares in Q4 2017, an estimated $337K.
  • Girard Securities first reported a position in DTE Energy in Q1 2016 and held it in 7 quarters.
  • Girard Securities's DTE Energy position peaked at $561K in Q2 2016.
  • 612 funds tracked by Wall St. Rank held DTE Energy as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.