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Integrated Wealth Management (Palm Desert)’s DTE Energy DTE Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-342
Closed -$27K – 420
2016
Q3 		$27K Buy
+342
New +$27.9K 0.01% 535
2015
Q4 		– Sell
-85
Closed -$6K – 1316
2015
Q3 		$6K Hold
85
– – ﹤0.01% 886
2015
Q2 		$5K Hold
85
– – ﹤0.01% 957
2015
Q1 		$5K Buy
+85
New +$6.1K ﹤0.01% 923

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 $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s DTE Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of DTE Energy (DTE) in Q4 2016, closing a stake of 342 shares — an estimated $27K sold.

Integrated Wealth Management (Palm Desert) first reported a position in DTE in Q1 2015 and held it in 4 quarters. The position peaked at $27K in Q3 2016. 571 funds tracked by Wall St. Rank hold DTE as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining DTE Energy position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 342 DTE Energy shares in Q4 2016, an estimated $27K.
  • Integrated Wealth Management (Palm Desert) first reported a position in DTE Energy in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s DTE Energy position peaked at $27K in Q3 2016.
  • 571 funds tracked by Wall St. Rank held DTE Energy as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.