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Epstein & White Financial’s TotalEnergies TTE Stock Holding History

Epstein & White Financial’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
2018
Q4 		– Sell
-3,571
Closed -$223K – 101
2018
Q3 		$223K Sell
3,571
-3,444
-49% -$216K 0.15% 81
2018
Q2 		$426K Sell
7,015
-980
-12% -$60.1K 0.32% 54
2018
Q1 		$450K Sell
7,995
-233
-3% -$13.3K 0.29% 61
2017
Q4 		$476K Buy
+8,228
New +$454K 0.28% 61

Other funds holding TTE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Epstein & White Financial's TTE Position: Q4 2018 in Review

Epstein & White Financial sold out of TotalEnergies (TTE) in Q4 2018, closing a stake of 3,571 shares — an estimated $223K sold.

Epstein & White Financial first reported a position in TTE in Q4 2017 and held it in 4 quarters. The position peaked at $476K in Q4 2017. 655 funds tracked by Wall St. Rank hold TTE as of Q4 2018.

  • Epstein & White Financial reported no remaining TotalEnergies position as of Q4 2018 after selling out during the quarter.
  • Epstein & White Financial sold 3,571 TotalEnergies shares in Q4 2018, an estimated $223K.
  • Epstein & White Financial first reported a position in TotalEnergies in Q4 2017 and held it in 4 quarters.
  • Epstein & White Financial's TotalEnergies position peaked at $476K in Q4 2017.
  • 655 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2018.

Based on Epstein & White Financial's 13F filing for Q4 2018, filed 5 Feb 2019.