Mariner Independent Advisor Network’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-7,742
Closed -$569K 98
2014
Q4
$569K Hold
7,742
0.26% 72
2014
Q3
$501K Buy
+7,742
New +$501K 0.26% 62

Other funds holding DTE

Mariner Independent Advisor Network's DTE Position: Q1 2015 in Review

Mariner Independent Advisor Network sold out of DTE Energy (DTE) in Q1 2015, closing a stake of 7,742 shares — an estimated $569K sold.

Mariner Independent Advisor Network first reported a position in DTE in Q3 2014 and held it in 2 quarters. The position peaked at $569K in Q4 2014. 485 funds tracked by Wall St. Rank hold DTE as of Q1 2015.

  • Mariner Independent Advisor Network reported no remaining DTE Energy position as of Q1 2015 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 7,742 DTE Energy shares in Q1 2015, an estimated $569K.
  • Mariner Independent Advisor Network first reported a position in DTE Energy in Q3 2014 and held it in 2 quarters.
  • Mariner Independent Advisor Network's DTE Energy position peaked at $569K in Q4 2014.
  • 485 funds tracked by Wall St. Rank held DTE Energy as of Q1 2015.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2015, filed 15 May 2015.