Asset Planning Services (Pennsylvania)’s TotalEnergies TTE Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-190	Closed	-$10K	–	241
2019 Q3	$10K	Hold	190	–	–	﹤0.01%	208
2019 Q2	$11K	Hold	190	–	–	﹤0.01%	199
2019 Q1	$11K	Hold	190	–	–	0.01%	195
2018 Q4	$10K	Hold	190	–	–	0.01%	201
2018 Q3	$11K	Hold	190	–	–	0.01%	197
2018 Q2	$12K	Buy	+190	New	+$11.6K	0.01%	193

Other funds holding TTE

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

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

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

Asset Planning Services (Pennsylvania)'s TTE Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of TotalEnergies (TTE) in Q4 2019, closing a stake of 190 shares — an estimated $10K sold.

Asset Planning Services (Pennsylvania) first reported a position in TTE in Q2 2018 and held it in 6 quarters. The position peaked at $12K in Q2 2018. 649 funds tracked by Wall St. Rank hold TTE as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining TotalEnergies position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 190 TotalEnergies shares in Q4 2019, an estimated $10K.
Asset Planning Services (Pennsylvania) first reported a position in TotalEnergies in Q2 2018 and held it in 6 quarters.
Asset Planning Services (Pennsylvania)'s TotalEnergies position peaked at $12K in Q2 2018.
649 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.