Clear Perspective Advisors’s TotalEnergies TTE Stock Holding History

Clear Perspective Advisors’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	-5,100	Closed	-$285K	–	148
2019 Q3	$285K	Hold	5,100	–	–	0.13%	113
2019 Q2	$285K	Hold	5,100	–	–	0.18%	110
2019 Q1	$284K	Buy	5,100 +150	+3%	+$8.35K	0.2%	108
2018 Q4	$258K	Hold	4,950	–	–	0.21%	112
2018 Q3	$319K	Hold	4,950	–	–	0.24%	112
2018 Q2	$300K	Hold	4,950	–	–	0.21%	112
2018 Q1	$286K	Hold	4,950	–	–	0.21%	108
2017 Q4	$274K	Buy	4,950 +382	+8%	+$21.1K	0.21%	114
2017 Q3	$244K	Buy	4,568 +4,243	+1,306%	+$218K	0.2%	118
2017 Q2	$16K	Hold	325	–	–	0.01%	309
2017 Q1	$16K	Hold	325	–	–	0.01%	286
2016 Q4	$17K	Buy	+325	New	+$15.7K	0.01%	281

Other funds holding TTE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clear Perspective Advisors's TTE Position: Q4 2019 in Review

Clear Perspective Advisors sold out of TotalEnergies (TTE) in Q4 2019, closing a stake of 5,100 shares — an estimated $285K sold.

Clear Perspective Advisors first reported a position in TTE in Q4 2016 and held it in 12 quarters. The position peaked at $319K in Q3 2018. 649 funds tracked by Wall St. Rank hold TTE as of Q4 2019.

Clear Perspective Advisors reported no remaining TotalEnergies position as of Q4 2019 after selling out during the quarter.
Clear Perspective Advisors sold 5,100 TotalEnergies shares in Q4 2019, an estimated $285K.
Clear Perspective Advisors first reported a position in TotalEnergies in Q4 2016 and held it in 12 quarters.
Clear Perspective Advisors's TotalEnergies position peaked at $319K in Q3 2018.
649 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2019.

Based on Clear Perspective Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.