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AllSquare Wealth Management’s TotalEnergies TTE Stock Holding History

AllSquare 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
Q1 		– Sell
-85
Closed -$4K – 493
2018
Q4 		$4K Hold
85
– – ﹤0.01% 394
2018
Q3 		$5K Hold
85
– – ﹤0.01% 409
2018
Q2 		$5K Buy
+85
New +$5.21K ﹤0.01% 408
2015
Q3 		– Sell
-200
Closed -$10K – 329
2015
Q2 		$10K Hold
200
– – 0.01% 225
2015
Q1 		$10K Hold
200
– – 0.01% 232
2014
Q4 		$10K Buy
+200
New +$11.3K 0.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllSquare Wealth Management's TTE Position: Q1 2019 in Review

AllSquare Wealth Management sold out of TotalEnergies (TTE) in Q1 2019, closing a stake of 85 shares — an estimated $4K sold.

AllSquare Wealth Management first reported a position in TTE in Q4 2014 and held it in 6 quarters. The position peaked at $10K in Q2 2015. 674 funds tracked by Wall St. Rank hold TTE as of Q1 2019.

  • AllSquare Wealth Management reported no remaining TotalEnergies position as of Q1 2019 after selling out during the quarter.
  • AllSquare Wealth Management sold 85 TotalEnergies shares in Q1 2019, an estimated $4K.
  • AllSquare Wealth Management first reported a position in TotalEnergies in Q4 2014 and held it in 6 quarters.
  • AllSquare Wealth Management's TotalEnergies position peaked at $10K in Q2 2015.
  • 674 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2019.

Based on AllSquare Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.