Parasol Investment Management’s DTE Energy DTE Stock Holding History

Parasol Investment 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
2017 Q1	$10K	Sell	118 -58	-33%	-$4.91K	0.02%	80
2016 Q4	$15K	Buy	+176	New	+$14.1K	0.02%	135
2016 Q2	–	Sell	-41	Closed	-$3K	–	146
2016 Q1	$3K	Hold	41	–	–	﹤0.01%	144
2015 Q4	$3K	Hold	41	–	–	﹤0.01%	148
2015 Q3	$3K	Hold	41	–	–	﹤0.01%	157
2015 Q2	$3K	Hold	41	–	–	﹤0.01%	230
2015 Q1	$3K	Hold	41	–	–	﹤0.01%	243
2014 Q4	$3K	Hold	41	–	–	﹤0.01%	276
2014 Q3	$3K	Hold	41	–	–	﹤0.01%	259
2014 Q2	$3K	Hold	41	–	–	﹤0.01%	242
2014 Q1	$3K	Sell	41 -118	-74%	-$6.95K	﹤0.01%	225
2013 Q4	$9K	Buy	+159	New	+$9.12K	0.01%	193

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Parasol Investment Management's DTE Position: Q1 2017 in Review

Parasol Investment Management reduced its DTE Energy (DTE) stake by 33% in Q1 2017, selling an estimated $4.91K and leaving 118 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #80.

Parasol Investment Management first reported a position in DTE in Q4 2013 and has held it in 12 quarters since. The position peaked at $15K in Q4 2016. 561 funds tracked by Wall St. Rank hold DTE as of Q1 2017.

Parasol Investment Management held 118 shares of DTE Energy worth $10K as of Q1 2017.
Parasol Investment Management sold 58 DTE Energy shares in Q1 2017, an estimated $4.91K.
DTE Energy made up 0.02% of Parasol Investment Management's portfolio in Q1 2017, its #80 holding.
Parasol Investment Management first reported a position in DTE Energy in Q4 2013 and has held it in 12 quarters since.
Parasol Investment Management's DTE Energy position peaked at $15K in Q4 2016.
561 funds tracked by Wall St. Rank held DTE Energy as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.