Guardian Capital Advisors (Canada)’s DTE Energy DTE Stock Holding History

Guardian Capital Advisors (Canada)’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
2016 Q3	–	Sell	-3,026	Closed	-$257K	–	166
2016 Q2	$257K	Hold	3,026	–	–	0.05%	139
2016 Q1	$225K	Hold	3,026	–	–	0.04%	145
2015 Q4	$209K	Hold	3,026	–	–	0.04%	151
2015 Q3	$204K	Hold	3,026	–	–	0.04%	158
2015 Q2	$203K	Hold	3,026	–	–	0.04%	165
2015 Q1	$267K	Hold	3,026	–	–	0.04%	166
2014 Q4	$271K	Hold	3,026	–	–	0.04%	156
2014 Q3	$223K	Buy	+3,026	New	+$196K	0.04%	160
2014 Q1	–	Sell	-3,613	Closed	-$208K	–	178
2013 Q4	$208K	Sell	3,613 -705	-16%	-$40.4K	0.04%	167
2013 Q3	$245K	Buy	4,318 +88	+2%	+$5.1K	0.05%	152
2013 Q2	$237K	Buy	+4,230	New	+$249K	0.07%	133

Other funds holding DTE

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s DTE Position: Q3 2016 in Review

Guardian Capital Advisors (Canada) sold out of DTE Energy (DTE) in Q3 2016, closing a stake of 3,026 shares — an estimated $257K sold.

Guardian Capital Advisors (Canada) first reported a position in DTE in Q2 2013 and held it in 11 quarters. The position peaked at $271K in Q4 2014. 546 funds tracked by Wall St. Rank hold DTE as of Q3 2016.

Guardian Capital Advisors (Canada) reported no remaining DTE Energy position as of Q3 2016 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 3,026 DTE Energy shares in Q3 2016, an estimated $257K.
Guardian Capital Advisors (Canada) first reported a position in DTE Energy in Q2 2013 and held it in 11 quarters.
Guardian Capital Advisors (Canada)'s DTE Energy position peaked at $271K in Q4 2014.
546 funds tracked by Wall St. Rank held DTE Energy as of Q3 2016.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2016, filed 14 Nov 2016.