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Palladium Partners’s DTE Energy DTE Stock Holding History

Palladium 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
2014
Q2 		– Sell
-1,343
Closed -$85K – 302
2014
Q1 		$85K Buy
+1,343
New +$79.1K 0.01% 303
2013
Q4 		– Sell
-1,880
Closed -$106K – 303
2013
Q3 		$106K Sell
1,880
-470
-20% -$27.2K 0.01% 288
2013
Q2 		$134K Buy
+2,350
New +$138K 0.01% 266

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Palladium Partners's DTE Position: Q2 2014 in Review

Palladium Partners sold out of DTE Energy (DTE) in Q2 2014, closing a stake of 1,343 shares — an estimated $85K sold.

Palladium Partners first reported a position in DTE in Q2 2013 and held it in 3 quarters. The position peaked at $134K in Q2 2013. 468 funds tracked by Wall St. Rank hold DTE as of Q2 2014.

  • Palladium Partners reported no remaining DTE Energy position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 1,343 DTE Energy shares in Q2 2014, an estimated $85K.
  • Palladium Partners first reported a position in DTE Energy in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's DTE Energy position peaked at $134K in Q2 2013.
  • 468 funds tracked by Wall St. Rank held DTE Energy as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.