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WealthSource Partners’s DTE Energy DTE Stock Holding History

WealthSource Partners’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
2017
Q1 		– Sell
-2,740
Closed -$230K – 292
2016
Q4 		$230K Sell
2,740
-294
-10% -$23.6K 0.1% 198
2016
Q3 		$242K Sell
3,034
-675
-18% -$55K 0.09% 209
2016
Q2 		$313K Buy
3,709
+754
+26% +$58.3K 0.12% 162
2016
Q1 		$228K Buy
+2,955
New +$213K 0.09% 197

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WealthSource Partners's DTE Position: Q1 2017 in Review

WealthSource Partners sold out of DTE Energy (DTE) in Q1 2017, closing a stake of 2,740 shares — an estimated $230K sold.

WealthSource Partners first reported a position in DTE in Q1 2016 and held it in 4 quarters. The position peaked at $313K in Q2 2016. 561 funds tracked by Wall St. Rank hold DTE as of Q1 2017.

  • WealthSource Partners reported no remaining DTE Energy position as of Q1 2017 after selling out during the quarter.
  • WealthSource Partners sold 2,740 DTE Energy shares in Q1 2017, an estimated $230K.
  • WealthSource Partners first reported a position in DTE Energy in Q1 2016 and held it in 4 quarters.
  • WealthSource Partners's DTE Energy position peaked at $313K in Q2 2016.
  • 561 funds tracked by Wall St. Rank held DTE Energy as of Q1 2017.

Based on WealthSource Partners's 13F filing for Q1 2017, filed 9 May 2017.