VFS
DTE icon

VSR Financial Services’s DTE Energy DTE Stock Holding History

VSR Financial Services’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
-4,019
Closed -$229K – 535
2013
Q2 		$229K Buy
+4,019
New +$237K 0.05% 435

Other funds holding DTE

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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

VSR Financial Services's DTE Position: Q3 2013 in Review

VSR Financial Services sold out of DTE Energy (DTE) in Q3 2013, closing a stake of 4,019 shares — an estimated $229K sold.

VSR Financial Services first reported a position in DTE in Q2 2013 and held it in 1 quarter. The position peaked at $229K in Q2 2013. 444 funds tracked by Wall St. Rank hold DTE as of Q3 2013.

  • VSR Financial Services reported no remaining DTE Energy position as of Q3 2013 after selling out during the quarter.
  • VSR Financial Services sold 4,019 DTE Energy shares in Q3 2013, an estimated $229K.
  • VSR Financial Services first reported a position in DTE Energy in Q2 2013 and held it in 1 quarter.
  • VSR Financial Services's DTE Energy position peaked at $229K in Q2 2013.
  • 444 funds tracked by Wall St. Rank held DTE Energy as of Q3 2013.

Based on VSR Financial Services's 13F filing for Q3 2013, filed 30 Oct 2013.