Legacy Advisors’s DTE Energy DTE Stock Holding History

Legacy 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
2017 Q4	–	Sell	-18	Closed	-$1K	–	372
2017 Q3	$1K	Buy	+18	New	+$1.67K	﹤0.01%	341

Other funds holding DTE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Legacy Advisors's DTE Position: Q4 2017 in Review

Legacy Advisors sold out of DTE Energy (DTE) in Q4 2017, closing a stake of 18 shares — an estimated $1K sold.

Legacy Advisors first reported a position in DTE in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 612 funds tracked by Wall St. Rank hold DTE as of Q4 2017.

Legacy Advisors reported no remaining DTE Energy position as of Q4 2017 after selling out during the quarter.
Legacy Advisors sold 18 DTE Energy shares in Q4 2017, an estimated $1K.
Legacy Advisors first reported a position in DTE Energy in Q3 2017 and held it in 1 quarter.
Legacy Advisors's DTE Energy position peaked at $1K in Q3 2017.
612 funds tracked by Wall St. Rank held DTE Energy as of Q4 2017.

Based on Legacy Advisors's 13F filing for Q4 2017, filed 26 Jan 2018.