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Needelman Asset Management’s DTE Energy DTE Stock Holding History

Needelman Asset Management’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
2013
Q3 		– Sell
-10,982
Closed -$626K – 38
2013
Q2 		$626K Buy
+10,982
New +$647K 2.29% 29

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Needelman Asset Management's DTE Position: Q3 2013 in Review

Needelman Asset Management sold out of DTE Energy (DTE) in Q3 2013, closing a stake of 10,982 shares — an estimated $626K sold.

Needelman Asset Management first reported a position in DTE in Q2 2013 and held it in 1 quarter. The position peaked at $626K in Q2 2013. 444 funds tracked by Wall St. Rank hold DTE as of Q3 2013.

  • Needelman Asset Management reported no remaining DTE Energy position as of Q3 2013 after selling out during the quarter.
  • Needelman Asset Management sold 10,982 DTE Energy shares in Q3 2013, an estimated $626K.
  • Needelman Asset Management first reported a position in DTE Energy in Q2 2013 and held it in 1 quarter.
  • Needelman Asset Management's DTE Energy position peaked at $626K in Q2 2013.
  • 444 funds tracked by Wall St. Rank held DTE Energy as of Q3 2013.

Based on Needelman Asset Management's 13F filing for Q3 2013, filed 9 Oct 2013.