BWM
TTE icon

Buckley Wealth Management’s TotalEnergies TTE Stock Holding History

Buckley 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
Q3 		– Sell
-3,710
Closed -$207K – 149
2019
Q2 		$207K Hold
3,710
– – 0.1% 143
2019
Q1 		$206K Buy
+3,710
New +$206K 0.1% 143
2018
Q4 		– Sell
-3,710
Closed -$239K – 148
2018
Q3 		$239K Hold
3,710
– – 0.1% 143
2018
Q2 		$225K Hold
3,710
– – 0.11% 149
2018
Q1 		$214K Sell
3,710
-85
-2% -$4.87K 0.11% 154
2017
Q4 		$210K Buy
+3,795
New +$210K 0.11% 157

Other funds holding TTE

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Buckley Wealth Management's TTE Position: Q3 2019 in Review

Buckley Wealth Management sold out of TotalEnergies (TTE) in Q3 2019, closing a stake of 3,710 shares — an estimated $207K sold.

Buckley Wealth Management first reported a position in TTE in Q4 2017 and held it in 6 quarters. The position peaked at $239K in Q3 2018. 612 funds tracked by Wall St. Rank hold TTE as of Q3 2019.

  • Buckley Wealth Management reported no remaining TotalEnergies position as of Q3 2019 after selling out during the quarter.
  • Buckley Wealth Management sold 3,710 TotalEnergies shares in Q3 2019, an estimated $207K.
  • Buckley Wealth Management first reported a position in TotalEnergies in Q4 2017 and held it in 6 quarters.
  • Buckley Wealth Management's TotalEnergies position peaked at $239K in Q3 2018.
  • 612 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2019.

Based on Buckley Wealth Management's 13F filing for Q3 2019, filed 11 Oct 2019.