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Guardian Investor Services’s DTE Energy DTE Stock Holding History

Guardian Investor 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
2015
Q1 		$99K Hold
1,436
– – 0.08% 295
2014
Q4 		$106K Sell
1,436
-40
-3% -$2.78K 0.08% 281
2014
Q3 		$96K Sell
1,476
-73
-5% -$4.73K 0.08% 299
2014
Q2 		$103K Sell
1,549
-54
-3% -$3.5K 0.08% 299
2014
Q1 		$101K Sell
1,603
-44
-3% -$2.59K 0.08% 307
2013
Q4 		$93K Hold
1,647
– – 0.07% 319
2013
Q3 		$93K Hold
1,647
– – 0.08% 308
2013
Q2 		$94K Buy
+1,647
New +$97K 0.08% 298

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Guardian Investor Services's DTE Position: Q1 2015 in Review

Guardian Investor Services held its DTE Energy (DTE) position steady in Q1 2015 at 1,436 shares worth $99K. The position accounts for 0.08% of the portfolio, ranked #295.

Guardian Investor Services first reported a position in DTE in Q2 2013 and has held it in 8 quarters since. The position peaked at $106K in Q4 2014. 485 funds tracked by Wall St. Rank hold DTE as of Q1 2015.

  • Guardian Investor Services held 1,436 shares of DTE Energy worth $99K as of Q1 2015.
  • Guardian Investor Services left its DTE Energy share count unchanged in Q1 2015.
  • DTE Energy made up 0.08% of Guardian Investor Services's portfolio in Q1 2015, its #295 holding.
  • Guardian Investor Services first reported a position in DTE Energy in Q2 2013 and has held it in 8 quarters since.
  • Guardian Investor Services's DTE Energy position peaked at $106K in Q4 2014.
  • 485 funds tracked by Wall St. Rank held DTE Energy as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.