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Simply Money Advisors’s DTE Energy DTE Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-307
Closed -$17K – 184
2013
Q2 		$17K Buy
+307
New +$18.1K ﹤0.01% 121

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simply Money Advisors's DTE Position: Q3 2013 in Review

Simply Money Advisors sold out of DTE Energy (DTE) in Q3 2013, closing a stake of 307 shares — an estimated $17K sold.

Simply Money Advisors first reported a position in DTE in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 444 funds tracked by Wall St. Rank hold DTE as of Q3 2013.

  • Simply Money Advisors reported no remaining DTE Energy position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 307 DTE Energy shares in Q3 2013, an estimated $17K.
  • Simply Money Advisors first reported a position in DTE Energy in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's DTE Energy position peaked at $17K in Q2 2013.
  • 444 funds tracked by Wall St. Rank held DTE Energy as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.