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TradeWorx’s DTE Energy DTE Stock Holding History

TradeWorx’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
-7,693
Closed -$435K – 387
2013
Q4 		$435K Sell
7,693
-13,183
-63% -$756K 0.19% 184
2013
Q3 		$1.17M Buy
20,876
+8,842
+73% +$513K 0.54% 33
2013
Q2 		$686K Buy
+12,034
New +$709K 0.29% 102

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

TradeWorx's DTE Position: Q1 2014 in Review

TradeWorx sold out of DTE Energy (DTE) in Q1 2014, closing a stake of 7,693 shares — an estimated $435K sold.

TradeWorx first reported a position in DTE in Q2 2013 and held it in 3 quarters. The position peaked at $1.17M in Q3 2013. 464 funds tracked by Wall St. Rank hold DTE as of Q1 2014.

  • TradeWorx reported no remaining DTE Energy position as of Q1 2014 after selling out during the quarter.
  • TradeWorx sold 7,693 DTE Energy shares in Q1 2014, an estimated $435K.
  • TradeWorx first reported a position in DTE Energy in Q2 2013 and held it in 3 quarters.
  • TradeWorx's DTE Energy position peaked at $1.17M in Q3 2013.
  • 464 funds tracked by Wall St. Rank held DTE Energy as of Q1 2014.

Based on TradeWorx's 13F filing for Q1 2014, filed 2 Jun 2014.