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Advocacy Wealth Management Services’s TotalEnergies TTE Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		$58K Hold
1,000
– – 0.16% 101
2013
Q2 		$49K Buy
+1,000
New +$49.4K 0.2% 88

Other funds holding TTE

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SF
Sarofim Fayez Houston, Texas $20.5B AUM
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Advocacy Wealth Management Services's TTE Position: Q3 2013 in Review

Advocacy Wealth Management Services held its TotalEnergies (TTE) position steady in Q3 2013 at 1,000 shares worth $58K. The position accounts for 0.16% of the portfolio, ranked #101.

Advocacy Wealth Management Services first reported a position in TTE in Q2 2013 and has held it in 2 quarters since. 477 funds tracked by Wall St. Rank hold TTE as of Q3 2013.

  • Advocacy Wealth Management Services held 1,000 shares of TotalEnergies worth $58K as of Q3 2013.
  • Advocacy Wealth Management Services left its TotalEnergies share count unchanged in Q3 2013.
  • TotalEnergies made up 0.16% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #101 holding.
  • Advocacy Wealth Management Services first reported a position in TotalEnergies in Q2 2013 and has held it in 2 quarters since.
  • 477 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.