Ziegler Capital Management’s DTE Energy DTE Stock Holding History

Ziegler Capital Management’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	$3.7M	Buy	65,914 +11,066	+20%	+$641K	0.32%	87
2013 Q2	$3.13M	Buy	+54,848	New	+$3.23M	0.33%	86

Other funds holding DTE

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ziegler Capital Management's DTE Position: Q3 2013 in Review

Ziegler Capital Management increased its DTE Energy (DTE) stake by 20% in Q3 2013, buying an estimated $641K and bringing the position to 65,914 shares worth $3.7M. The position accounts for 0.32% of the portfolio, ranked #87.

Ziegler Capital Management first reported a position in DTE in Q2 2013 and has held it in 2 quarters since. 444 funds tracked by Wall St. Rank hold DTE as of Q3 2013.

Ziegler Capital Management held 65,914 shares of DTE Energy worth $3.7M as of Q3 2013.
Ziegler Capital Management bought 11,066 DTE Energy shares in Q3 2013, an estimated $641K.
DTE Energy made up 0.32% of Ziegler Capital Management's portfolio in Q3 2013, its #87 holding.
Ziegler Capital Management first reported a position in DTE Energy in Q2 2013 and has held it in 2 quarters since.
444 funds tracked by Wall St. Rank held DTE Energy as of Q3 2013.

Based on Ziegler Capital Management's 13F filing for Q3 2013, filed 6 Nov 2013.