Security National Trust’s DTE Energy DTE Stock Holding History

Security National Trust’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 Q2	–	Sell	-19	Closed	-$2K	–	417
2017 Q1	$2K	Buy	+19	New	+$1.61K	﹤0.01%	411
2016 Q4	–	Sell	-9	Closed	-$1K	–	435
2016 Q3	$1K	Hold	9	–	–	﹤0.01%	446
2016 Q2	$1K	Hold	9	–	–	﹤0.01%	446
2016 Q1	$1K	Hold	9	–	–	﹤0.01%	448
2015 Q4	$1K	Buy	+9	New	+$620	﹤0.01%	468
2014 Q3	–	Sell	-2,819	Closed	-$187K	–	525
2014 Q2	$187K	Sell	2,819 -493	-15%	-$32K	0.07%	177
2014 Q1	$209K	Sell	3,312 -235	-7%	-$13.8K	0.08%	168
2013 Q4	$200K	Sell	3,547 -1,070	-23%	-$61.3K	0.08%	167
2013 Q3	$259K	Sell	4,617 -340	-7%	-$19.7K	0.12%	140
2013 Q2	$283K	Buy	+4,957	New	+$292K	0.14%	123

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Security National Trust's DTE Position: Q2 2017 in Review

Security National Trust sold out of DTE Energy (DTE) in Q2 2017, closing a stake of 19 shares — an estimated $2K sold.

Security National Trust first reported a position in DTE in Q2 2013 and held it in 10 quarters. The position peaked at $283K in Q2 2013. 581 funds tracked by Wall St. Rank hold DTE as of Q2 2017.

Security National Trust reported no remaining DTE Energy position as of Q2 2017 after selling out during the quarter.
Security National Trust sold 19 DTE Energy shares in Q2 2017, an estimated $2K.
Security National Trust first reported a position in DTE Energy in Q2 2013 and held it in 10 quarters.
Security National Trust's DTE Energy position peaked at $283K in Q2 2013.
581 funds tracked by Wall St. Rank held DTE Energy as of Q2 2017.

Based on Security National Trust's 13F filing for Q2 2017, filed 4 Aug 2017.