Destination Wealth Management’s TotalEnergies TTE Stock Holding History

Destination 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 Q1	–	Sell	-74	Closed	-$4K	–	723
2018 Q4	$4K	Buy	+74	New	+$4.24K	﹤0.01%	460
2018 Q3	–	Sell	-500	Closed	-$30K	–	763
2018 Q2	$30K	Buy	500 +293	+142%	+$18K	﹤0.01%	308
2018 Q1	$5K	Buy	+207	New	+$11.9K	﹤0.01%	456

Other funds holding TTE

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

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

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

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

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

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

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Destination Wealth Management's TTE Position: Q1 2019 in Review

Destination Wealth Management sold out of TotalEnergies (TTE) in Q1 2019, closing a stake of 74 shares — an estimated $4K sold.

Destination Wealth Management first reported a position in TTE in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q2 2018. 674 funds tracked by Wall St. Rank hold TTE as of Q1 2019.

Destination Wealth Management reported no remaining TotalEnergies position as of Q1 2019 after selling out during the quarter.
Destination Wealth Management sold 74 TotalEnergies shares in Q1 2019, an estimated $4K.
Destination Wealth Management first reported a position in TotalEnergies in Q1 2018 and held it in 3 quarters.
Destination Wealth Management's TotalEnergies position peaked at $30K in Q2 2018.
674 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2019.

Based on Destination Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.