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Scholtz & Company’s DTE Energy DTE Stock Holding History

Scholtz & Company’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
Q4 		– Sell
-3,878
Closed -$251K – 55
2014
Q3 		$251K Sell
3,878
-1,057
-21% -$68.5K 0.25% 51
2014
Q2 		$327K Hold
4,935
– – 0.31% 56
2014
Q1 		$312K Buy
+4,935
New +$291K 0.33% 59

Other funds holding DTE

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Scholtz & Company's DTE Position: Q4 2014 in Review

Scholtz & Company sold out of DTE Energy (DTE) in Q4 2014, closing a stake of 3,878 shares — an estimated $251K sold.

Scholtz & Company first reported a position in DTE in Q1 2014 and held it in 3 quarters. The position peaked at $327K in Q2 2014. 487 funds tracked by Wall St. Rank hold DTE as of Q4 2014.

  • Scholtz & Company reported no remaining DTE Energy position as of Q4 2014 after selling out during the quarter.
  • Scholtz & Company sold 3,878 DTE Energy shares in Q4 2014, an estimated $251K.
  • Scholtz & Company first reported a position in DTE Energy in Q1 2014 and held it in 3 quarters.
  • Scholtz & Company's DTE Energy position peaked at $327K in Q2 2014.
  • 487 funds tracked by Wall St. Rank held DTE Energy as of Q4 2014.

Based on Scholtz & Company's 13F filing for Q4 2014, filed 13 Feb 2015.