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Beacon Financial Group’s TotalEnergies TTE Stock Holding History

Beacon Financial Group’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
Q4 		– Sell
-13,492
Closed -$395K – 191
2013
Q3 		$395K Buy
+13,492
New +$729K 0.09% 136

Other funds holding TTE

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Beacon Financial Group's TTE Position: Q4 2013 in Review

Beacon Financial Group sold out of TotalEnergies (TTE) in Q4 2013, closing a stake of 13,492 shares — an estimated $395K sold.

Beacon Financial Group first reported a position in TTE in Q3 2013 and held it in 1 quarter. The position peaked at $395K in Q3 2013. 515 funds tracked by Wall St. Rank hold TTE as of Q4 2013.

  • Beacon Financial Group reported no remaining TotalEnergies position as of Q4 2013 after selling out during the quarter.
  • Beacon Financial Group sold 13,492 TotalEnergies shares in Q4 2013, an estimated $395K.
  • Beacon Financial Group first reported a position in TotalEnergies in Q3 2013 and held it in 1 quarter.
  • Beacon Financial Group's TotalEnergies position peaked at $395K in Q3 2013.
  • 515 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2013.

Based on Beacon Financial Group's 13F filing for Q4 2013, filed 10 Feb 2014.