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CTA
Chesley Taft & Associates’s
TotalEnergies
TTE
Stock Holding History
Chesley Taft & Associates’s Portfolio
TTE Stock Details
TTE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-42,520
Closed
-$2.35M
–
266
2019
Q4
$2.35M
Sell
42,520
-6,125
-13%
-$324K
0.17%
105
2019
Q3
$2.53M
Sell
48,645
-4,300
-8%
-$223K
0.2%
99
2019
Q2
$2.95M
Buy
52,945
+1,220
+2%
+$66.6K
0.23%
88
2019
Q1
$2.88M
Buy
51,725
+39,600
+327%
+$2.2M
0.24%
86
2018
Q4
$633K
Buy
12,125
+1,700
+16%
+$97.4K
0.06%
186
2018
Q3
$671K
Sell
10,425
-100
-1%
-$6.27K
0.05%
203
2018
Q2
$637K
Buy
10,525
+100
+1%
+$6.13K
0.05%
201
2018
Q1
$601K
Buy
10,425
+100
+1%
+$5.73K
0.05%
203
2017
Q4
$571K
Buy
10,325
+600
+6%
+$33.1K
0.05%
214
2017
Q3
$520K
Hold
9,725
–
–
0.04%
218
2017
Q2
$482K
Buy
9,725
+500
+5%
+$25.7K
0.04%
219
2017
Q1
$465K
Hold
9,225
–
–
0.04%
218
2016
Q4
$470K
Hold
9,225
–
–
0.05%
216
2016
Q3
$440K
Hold
9,225
–
–
0.04%
208
2016
Q2
$444K
Hold
9,225
–
–
0.05%
209
2016
Q1
$419K
Buy
9,225
+400
+5%
+$17.6K
0.04%
206
2015
Q4
$397K
Sell
8,825
-900
-9%
-$43.6K
0.04%
212
2015
Q3
$435K
Buy
+9,725
New
+$459K
0.05%
183
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$1.66T AUM
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1-Year Est. Return
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1-Year Est. Return
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$5.72T AUM
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$95.5B AUM
28.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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