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Independent Portfolio Consultants’s DTE Energy DTE Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-27
Closed -$2K – 904
2015
Q1 		$2K Buy
+27
New +$1.94K ﹤0.01% 853

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

Independent Portfolio Consultants's DTE Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of DTE Energy (DTE) in Q2 2015, closing a stake of 27 shares — an estimated $2K sold.

Independent Portfolio Consultants first reported a position in DTE in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 475 funds tracked by Wall St. Rank hold DTE as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining DTE Energy position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 27 DTE Energy shares in Q2 2015, an estimated $2K.
  • Independent Portfolio Consultants first reported a position in DTE Energy in Q1 2015 and held it in 1 quarter.
  • Independent Portfolio Consultants's DTE Energy position peaked at $2K in Q1 2015.
  • 475 funds tracked by Wall St. Rank held DTE Energy as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.