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Acorn Wealth Advisors’s TotalEnergies TTE Stock Holding History

Acorn Wealth Advisors’s Portfolio TTE Stock Details TTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,159
Closed -$71K – 416
2018
Q2 		$71K Sell
1,159
-84
-7% -$5.15K 0.06% 216
2018
Q1 		$78K Buy
1,243
+170
+16% +$9.74K 0.07% 199
2017
Q4 		$62K Buy
+1,073
New +$59.2K 0.06% 229

Other funds holding TTE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Acorn Wealth Advisors's TTE Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of TotalEnergies (TTE) in Q3 2018, closing a stake of 1,159 shares — an estimated $71K sold.

Acorn Wealth Advisors first reported a position in TTE in Q4 2017 and held it in 3 quarters. The position peaked at $78K in Q1 2018. 675 funds tracked by Wall St. Rank hold TTE as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining TotalEnergies position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,159 TotalEnergies shares in Q3 2018, an estimated $71K.
  • Acorn Wealth Advisors first reported a position in TotalEnergies in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's TotalEnergies position peaked at $78K in Q1 2018.
  • 675 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.