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V Wealth Advisors’s DTE Energy DTE Stock Holding History

V Wealth 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
2018
Q1 		– Sell
-3,349
Closed -$309K – 212
2017
Q4 		$309K Buy
3,349
+621
+23% +$59K 0.16% 149
2017
Q3 		$247K Buy
2,728
+2,140
+364% +$198K 0.13% 155
2017
Q2 		$53K Buy
+588
New +$53.3K 0.02% 306

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

V Wealth Advisors's DTE Position: Q1 2018 in Review

V Wealth Advisors sold out of DTE Energy (DTE) in Q1 2018, closing a stake of 3,349 shares — an estimated $309K sold.

V Wealth Advisors first reported a position in DTE in Q2 2017 and held it in 3 quarters. The position peaked at $309K in Q4 2017. 611 funds tracked by Wall St. Rank hold DTE as of Q1 2018.

  • V Wealth Advisors reported no remaining DTE Energy position as of Q1 2018 after selling out during the quarter.
  • V Wealth Advisors sold 3,349 DTE Energy shares in Q1 2018, an estimated $309K.
  • V Wealth Advisors first reported a position in DTE Energy in Q2 2017 and held it in 3 quarters.
  • V Wealth Advisors's DTE Energy position peaked at $309K in Q4 2017.
  • 611 funds tracked by Wall St. Rank held DTE Energy as of Q1 2018.

Based on V Wealth Advisors's 13F filing for Q1 2018, filed 11 Apr 2018.