Elmwood Wealth Management’s TotalEnergies TTE Stock Holding History

Elmwood 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
2020 Q2	–	Sell	-19	Closed	-$1.1K	–	341
2020 Q1	$1.1K	Buy	+19	New	+$854	﹤0.01%	277
2018 Q4	–	Sell	-19	Closed	-$1.22K	–	310
2018 Q3	$1.22K	Hold	19	–	–	﹤0.01%	271
2018 Q2	$1.15K	Hold	19	–	–	﹤0.01%	272
2018 Q1	$1.1K	Buy	+19	New	+$1.09K	﹤0.01%	277

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Elmwood Wealth Management's TTE Position: Q2 2020 in Review

Elmwood Wealth Management sold out of TotalEnergies (TTE) in Q2 2020, closing a stake of 19 shares — an estimated $1.1K sold.

Elmwood Wealth Management first reported a position in TTE in Q1 2018 and held it in 4 quarters. The position peaked at $1.22K in Q3 2018. 523 funds tracked by Wall St. Rank hold TTE as of Q2 2020.

Elmwood Wealth Management reported no remaining TotalEnergies position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 19 TotalEnergies shares in Q2 2020, an estimated $1.1K.
Elmwood Wealth Management first reported a position in TotalEnergies in Q1 2018 and held it in 4 quarters.
Elmwood Wealth Management's TotalEnergies position peaked at $1.22K in Q3 2018.
523 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.