CPA
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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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return