Laffer Tengler Investments’s DTE Energy DTE Stock Holding History

Laffer Tengler Investments’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	-24,613	Closed	-$1.9M	–	225
2016 Q1	$1.9M	Buy	+24,613	New	+$1.78M	0.51%	77
2015 Q4	–	Hold	0	–	–	–	100
2015 Q3	–	Sell	-24,613	Closed	-$1.65M	–	87
2015 Q2	$1.56M	Sell	24,613 -9,374	-28%	-$627K	0.38%	136
2015 Q1	$2.33M	Buy	+33,987	New	+$2.44M	0.33%	107
2014 Q4	–	Sell	-33,987	Closed	-$2.36M	–	93
2014 Q3	$2.2M	Hold	33,987	–	–	0.33%	112
2014 Q2	$2.25M	Sell	33,987 -2,583	-7%	-$168K	0.35%	114
2014 Q1	$2.31M	Hold	36,570	–	–	0.37%	108
2013 Q4	$2.07M	Buy	+36,570	New	+$2.1M	0.34%	131
2013 Q3	–	Hold	0	–	–	–	127

Other funds holding DTE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Laffer Tengler Investments's DTE Position: Q2 2016 in Review

Laffer Tengler Investments sold out of DTE Energy (DTE) in Q2 2016, closing a stake of 24,613 shares — an estimated $1.9M sold.

Laffer Tengler Investments first reported a position in DTE in Q4 2013 and held it in 7 quarters. The position peaked at $2.33M in Q1 2015. 519 funds tracked by Wall St. Rank hold DTE as of Q2 2016.

Laffer Tengler Investments reported no remaining DTE Energy position as of Q2 2016 after selling out during the quarter.
Laffer Tengler Investments sold 24,613 DTE Energy shares in Q2 2016, an estimated $1.9M.
Laffer Tengler Investments first reported a position in DTE Energy in Q4 2013 and held it in 7 quarters.
Laffer Tengler Investments's DTE Energy position peaked at $2.33M in Q1 2015.
519 funds tracked by Wall St. Rank held DTE Energy as of Q2 2016.

Based on Laffer Tengler Investments's 13F filing for Q2 2016, filed 15 Aug 2016.