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LBA Wealth Management’s DTE Energy DTE Stock Holding History

LBA Wealth Management’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
2017
Q1 		$478K Sell
5,499
-294
-5% -$24.9K 0.25% 68
2016
Q4 		$486K Hold
5,793
– – 0.27% 68
2016
Q3 		$462K Sell
5,793
-176
-3% -$14.3K 0.26% 68
2016
Q2 		$504K Buy
5,969
+993
+20% +$76.8K 0.28% 62
2016
Q1 		$384K Buy
4,976
+176
+4% +$12.7K 0.22% 75
2015
Q4 		$328K Buy
4,800
+323
+7% +$22.2K 0.19% 91
2015
Q3 		$306K Buy
4,477
+500
+13% +$33.4K 0.19% 87
2015
Q2 		$253K Buy
3,977
+88
+2% +$5.89K 0.16% 92
2015
Q1 		$267K Buy
3,889
+746
+24% +$53.6K 0.17% 92
2014
Q4 		$231K Buy
3,143
+1,968
+167% +$137K 0.15% 94
2014
Q3 		$76K Sell
1,175
-147
-11% -$9.52K 0.05% 151
2014
Q2 		$88K Buy
1,322
+264
+25% +$17.1K 0.07% 144
2014
Q1 		$67K Buy
1,058
+235
+29% +$13.8K 0.05% 149
2013
Q4 		$46K Buy
+823
New +$47.2K 0.04% 159

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LBA Wealth Management's DTE Position: Q1 2017 in Review

LBA Wealth Management reduced its DTE Energy (DTE) stake by 5.1% in Q1 2017, selling an estimated $24.9K and leaving 5,499 shares worth $478K. The position accounts for 0.25% of the portfolio, ranked #68.

LBA Wealth Management first reported a position in DTE in Q4 2013 and has held it in 14 quarters since. The position peaked at $504K in Q2 2016. 561 funds tracked by Wall St. Rank hold DTE as of Q1 2017.

  • LBA Wealth Management held 5,499 shares of DTE Energy worth $478K as of Q1 2017.
  • LBA Wealth Management sold 294 DTE Energy shares in Q1 2017, an estimated $24.9K.
  • DTE Energy made up 0.25% of LBA Wealth Management's portfolio in Q1 2017, its #68 holding.
  • LBA Wealth Management first reported a position in DTE Energy in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's DTE Energy position peaked at $504K in Q2 2016.
  • 561 funds tracked by Wall St. Rank held DTE Energy as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.