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SII Investments’s DTE Energy DTE Stock Holding History

SII Investments’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
Q4 		– Sell
-6,713
Closed -$614K – 446
2017
Q3 		$614K Buy
6,713
+697
+12% +$64.6K 0.04% 307
2017
Q2 		$542K Buy
6,016
+1,966
+49% +$178K 0.03% 319
2017
Q1 		$353K Sell
4,050
-2,152
-35% -$182K 0.02% 423
2016
Q4 		$519K Buy
6,202
+354
+6% +$28.5K 0.04% 304
2016
Q3 		$467K Sell
5,848
-143
-2% -$11.7K 0.04% 325
2016
Q2 		$504K Sell
5,991
-379
-6% -$29.3K 0.04% 311
2016
Q1 		$491K Buy
6,370
+3,015
+90% +$218K 0.05% 306
2015
Q4 		$228K Sell
3,355
-821
-20% -$56.5K 0.03% 398
2015
Q3 		$285K Buy
4,176
+353
+9% +$23.6K 0.03% 415
2015
Q2 		$242K Buy
3,823
+507
+15% +$33.9K 0.03% 443
2015
Q1 		$226K Buy
+3,316
New +$238K 0.03% 467

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SII Investments's DTE Position: Q4 2017 in Review

SII Investments sold out of DTE Energy (DTE) in Q4 2017, closing a stake of 6,713 shares — an estimated $614K sold.

SII Investments first reported a position in DTE in Q1 2015 and held it in 11 quarters. The position peaked at $614K in Q3 2017. 612 funds tracked by Wall St. Rank hold DTE as of Q4 2017.

  • SII Investments reported no remaining DTE Energy position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 6,713 DTE Energy shares in Q4 2017, an estimated $614K.
  • SII Investments first reported a position in DTE Energy in Q1 2015 and held it in 11 quarters.
  • SII Investments's DTE Energy position peaked at $614K in Q3 2017.
  • 612 funds tracked by Wall St. Rank held DTE Energy as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.