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Lloyds Banking Group’s DTE Energy DTE Stock Holding History

Lloyds Banking Group’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
2014
Q4 		– Sell
-1,016
Closed -$65K – 156
2014
Q3 		$65K Sell
1,016
-12
-1% -$777 0.02% 381
2014
Q2 		$68K Sell
1,028
-192,462
-99% -$12.5M 0.02% 380
2014
Q1 		$12.2M Sell
193,490
-743
-0.4% -$43.8K 0.11% 200
2013
Q4 		$11M Buy
194,233
+69,564
+56% +$3.99M 0.1% 202
2013
Q3 		$7M Buy
124,669
+7,284
+6% +$422K 0.07% 224
2013
Q2 		$6.69M Buy
+117,385
New +$6.91M 0.07% 215

Other funds holding DTE

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lloyds Banking Group's DTE Position: Q4 2014 in Review

Lloyds Banking Group sold out of DTE Energy (DTE) in Q4 2014, closing a stake of 1,016 shares — an estimated $65K sold.

Lloyds Banking Group first reported a position in DTE in Q2 2013 and held it in 6 quarters. The position peaked at $12.2M in Q1 2014. 487 funds tracked by Wall St. Rank hold DTE as of Q4 2014.

  • Lloyds Banking Group reported no remaining DTE Energy position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 1,016 DTE Energy shares in Q4 2014, an estimated $65K.
  • Lloyds Banking Group first reported a position in DTE Energy in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's DTE Energy position peaked at $12.2M in Q1 2014.
  • 487 funds tracked by Wall St. Rank held DTE Energy as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.