Aevitas Wealth Management’s TotalEnergies TTE Stock Holding History

Aevitas Wealth Management’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
2019 Q2	–	Sell	-321	Closed	-$17K	–	323
2019 Q1	$17K	Buy	321 +3	+0.9%	+$167	0.02%	273
2018 Q4	$17K	Buy	318 +3	+1%	+$172	0.02%	263
2018 Q3	$20K	Buy	315 +3	+1%	+$188	0.02%	290
2018 Q2	$19K	Buy	312 +3	+1%	+$184	0.02%	282
2018 Q1	$18K	Buy	309 +3	+1%	+$172	0.02%	266
2017 Q4	$17K	Buy	+306	New	+$16.9K	0.02%	274

Other funds holding TTE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aevitas Wealth Management's TTE Position: Q2 2019 in Review

Aevitas Wealth Management sold out of TotalEnergies (TTE) in Q2 2019, closing a stake of 321 shares — an estimated $17K sold.

Aevitas Wealth Management first reported a position in TTE in Q4 2017 and held it in 6 quarters. The position peaked at $20K in Q3 2018. 668 funds tracked by Wall St. Rank hold TTE as of Q2 2019.

Aevitas Wealth Management reported no remaining TotalEnergies position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 321 TotalEnergies shares in Q2 2019, an estimated $17K.
Aevitas Wealth Management first reported a position in TotalEnergies in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's TotalEnergies position peaked at $20K in Q3 2018.
668 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.