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WFG Advisors’s DTE Energy DTE Stock Holding History

WFG 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
2017
Q2 		$24K Sell
269
-44
-14% -$3.99K 0.01% 895
2017
Q1 		$27K Buy
313
+3
+1% +$254 0.01% 815
2016
Q4 		$26K Buy
310
+3
+1% +$241 0.01% 868
2016
Q3 		$24K Buy
307
+1
+0.3% +$81 0.01% 900
2016
Q2 		$26K Buy
306
+4
+1% +$309 0.01% 852
2016
Q1 		$23K Buy
302
+2
+0.7% +$144 0.01% 848
2015
Q4 		$20K Buy
300
+3
+1% +$207 0.01% 893
2015
Q3 		$20K Sell
297
-71
-19% -$4.75K 0.01% 881
2015
Q2 		$23K Buy
368
+77
+26% +$5.15K 0.01% 935
2015
Q1 		$20K Sell
291
-40
-12% -$2.87K 0.01% 981
2014
Q4 		$24K Buy
331
+3
+0.9% +$208 ﹤0.01% 1154
2014
Q3 		$21K Buy
328
+3
+0.9% +$194 ﹤0.01% 1254
2014
Q2 		$22K Buy
325
+2
+0.6% +$130 ﹤0.01% 1232
2014
Q1 		$20K Buy
323
+2
+0.6% +$118 ﹤0.01% 1242
2013
Q4 		$18K Buy
321
+3
+0.9% +$172 ﹤0.01% 1372
2013
Q3 		$18K Sell
318
-371
-54% -$21.5K ﹤0.01% 1310
2013
Q2 		$39K Buy
+689
New +$40.6K 0.01% 981

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WFG Advisors's DTE Position: Q2 2017 in Review

WFG Advisors reduced its DTE Energy (DTE) stake by 14% in Q2 2017, selling an estimated $3.99K and leaving 269 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #895.

WFG Advisors first reported a position in DTE in Q2 2013 and has held it in 17 quarters since. The position peaked at $39K in Q2 2013. 581 funds tracked by Wall St. Rank hold DTE as of Q2 2017.

  • WFG Advisors held 269 shares of DTE Energy worth $24K as of Q2 2017.
  • WFG Advisors sold 44 DTE Energy shares in Q2 2017, an estimated $3.99K.
  • DTE Energy made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #895 holding.
  • WFG Advisors first reported a position in DTE Energy in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's DTE Energy position peaked at $39K in Q2 2013.
  • 581 funds tracked by Wall St. Rank held DTE Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.