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WealthTrust-Arizona’s DTE Energy DTE Stock Holding History

WealthTrust-Arizona’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
-118
Closed -$7K – 701
2013
Q4 		$7K Sell
118
-8
-6% -$459 0.01% 463
2013
Q3 		$7K Hold
126
– – 0.01% 432
2013
Q2 		$7K Buy
+126
New +$7.42K 0.01% 407

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

WealthTrust-Arizona's DTE Position: Q1 2014 in Review

WealthTrust-Arizona sold out of DTE Energy (DTE) in Q1 2014, closing a stake of 118 shares — an estimated $7K sold.

WealthTrust-Arizona first reported a position in DTE in Q2 2013 and held it in 3 quarters. The position peaked at $7K in Q4 2013. 464 funds tracked by Wall St. Rank hold DTE as of Q1 2014.

  • WealthTrust-Arizona reported no remaining DTE Energy position as of Q1 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 118 DTE Energy shares in Q1 2014, an estimated $7K.
  • WealthTrust-Arizona first reported a position in DTE Energy in Q2 2013 and held it in 3 quarters.
  • WealthTrust-Arizona's DTE Energy position peaked at $7K in Q4 2013.
  • 464 funds tracked by Wall St. Rank held DTE Energy as of Q1 2014.

Based on WealthTrust-Arizona's 13F filing for Q1 2014, filed 23 Apr 2014.