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SSI Investment Management’s DTE Energy DTE Stock Holding History

SSI 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
2014
Q1 		– Sell
-19,862
Closed -$1.12M – 411
2013
Q4 		$1.12M Sell
19,862
-5,027
-20% -$288K 0.1% 210
2013
Q3 		$1.4M Buy
24,889
+11,462
+85% +$664K 0.13% 166
2013
Q2 		$766K Buy
+13,427
New +$791K 0.08% 246

Other funds holding DTE

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SSI Investment Management's DTE Position: Q1 2014 in Review

SSI Investment Management sold out of DTE Energy (DTE) in Q1 2014, closing a stake of 19,862 shares — an estimated $1.12M sold.

SSI Investment Management first reported a position in DTE in Q2 2013 and held it in 3 quarters. The position peaked at $1.4M in Q3 2013. 464 funds tracked by Wall St. Rank hold DTE as of Q1 2014.

  • SSI Investment Management reported no remaining DTE Energy position as of Q1 2014 after selling out during the quarter.
  • SSI Investment Management sold 19,862 DTE Energy shares in Q1 2014, an estimated $1.12M.
  • SSI Investment Management first reported a position in DTE Energy in Q2 2013 and held it in 3 quarters.
  • SSI Investment Management's DTE Energy position peaked at $1.4M in Q3 2013.
  • 464 funds tracked by Wall St. Rank held DTE Energy as of Q1 2014.

Based on SSI Investment Management's 13F filing for Q1 2014, filed 9 May 2014.