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Kelleher Financial Advisors’s DTE Energy DTE Stock Holding History

Kelleher Financial Advisors’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
Q2 		– Sell
-41
Closed -$3K – 153
2016
Q1 		$3K Buy
+41
New +$2.96K ﹤0.01% 220

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Kelleher Financial Advisors's DTE Position: Q2 2016 in Review

Kelleher Financial Advisors sold out of DTE Energy (DTE) in Q2 2016, closing a stake of 41 shares — an estimated $3K sold.

Kelleher Financial Advisors first reported a position in DTE in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 519 funds tracked by Wall St. Rank hold DTE as of Q2 2016.

  • Kelleher Financial Advisors reported no remaining DTE Energy position as of Q2 2016 after selling out during the quarter.
  • Kelleher Financial Advisors sold 41 DTE Energy shares in Q2 2016, an estimated $3K.
  • Kelleher Financial Advisors first reported a position in DTE Energy in Q1 2016 and held it in 1 quarter.
  • Kelleher Financial Advisors's DTE Energy position peaked at $3K in Q1 2016.
  • 519 funds tracked by Wall St. Rank held DTE Energy as of Q2 2016.

Based on Kelleher Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.