MWP
DTE icon

MYCIO Wealth Partners’s DTE Energy DTE Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-118
Closed -$9K – 327
2016
Q3 		$9K Hold
118
– – ﹤0.01% 584
2016
Q2 		$10K Buy
+118
New +$9.13K ﹤0.01% 561

Other funds holding DTE

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MYCIO Wealth Partners's DTE Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of DTE Energy (DTE) in Q4 2016, closing a stake of 118 shares — an estimated $9K sold.

MYCIO Wealth Partners first reported a position in DTE in Q2 2016 and held it in 2 quarters. The position peaked at $10K in Q2 2016. 571 funds tracked by Wall St. Rank hold DTE as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining DTE Energy position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 118 DTE Energy shares in Q4 2016, an estimated $9K.
  • MYCIO Wealth Partners first reported a position in DTE Energy in Q2 2016 and held it in 2 quarters.
  • MYCIO Wealth Partners's DTE Energy position peaked at $10K in Q2 2016.
  • 571 funds tracked by Wall St. Rank held DTE Energy as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.