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Legacy Wealth Management (Tennessee)’s DTE Energy DTE Stock Holding History

Legacy Wealth Management (Tennessee)’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 		– Sell
-88
Closed -$7.39K – 24
2016
Q4 		$7.39K Buy
+88
New +$7.07K ﹤0.01% 45

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

Legacy Wealth Management (Tennessee)'s DTE Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of DTE Energy (DTE) in Q1 2017, closing a stake of 88 shares — an estimated $7.39K sold.

Legacy Wealth Management (Tennessee) first reported a position in DTE in Q4 2016 and held it in 1 quarter. The position peaked at $7.39K in Q4 2016. 561 funds tracked by Wall St. Rank hold DTE as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining DTE Energy position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 88 DTE Energy shares in Q1 2017, an estimated $7.39K.
  • Legacy Wealth Management (Tennessee) first reported a position in DTE Energy in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s DTE Energy position peaked at $7.39K in Q4 2016.
  • 561 funds tracked by Wall St. Rank held DTE Energy as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.