Evercore Wealth Management’s TotalEnergies TTE Stock Holding History

Evercore 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
2017 Q4	–	Sell	-275	Closed	-$15K	–	929
2017 Q3	$15K	Hold	275	–	–	﹤0.01%	755
2017 Q2	$14K	Buy	+275	New	+$14.1K	﹤0.01%	774
2015 Q4	–	Sell	-4,539	Closed	-$202K	–	1066
2015 Q3	$202K	Sell	4,539 -1,510	-25%	-$71.2K	0.01%	378
2015 Q2	$297K	Sell	6,049 -77	-1%	-$3.99K	0.01%	356
2015 Q1	$304K	Sell	6,126 -2,431	-28%	-$125K	0.01%	350
2014 Q4	$438K	Sell	8,557 -5,256	-38%	-$296K	0.02%	259
2014 Q3	$889K	Sell	13,813 -530	-4%	-$35.1K	0.04%	192
2014 Q2	$1.03M	Buy	14,343 +2,219	+18%	+$155K	0.05%	183
2014 Q1	$795K	Sell	12,124 -8,042	-40%	-$494K	0.04%	201
2013 Q4	$1.24M	Buy	20,166 +6,577	+48%	+$392K	0.07%	171
2013 Q3	$788K	Sell	13,589 -2,061	-13%	-$111K	0.05%	231
2013 Q2	$761K	Buy	+15,650	New	+$773K	0.04%	233

Other funds holding TTE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

SSM

Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Evercore Wealth Management's TTE Position: Q4 2017 in Review

Evercore Wealth Management sold out of TotalEnergies (TTE) in Q4 2017, closing a stake of 275 shares — an estimated $15K sold.

Evercore Wealth Management first reported a position in TTE in Q2 2013 and held it in 12 quarters. The position peaked at $1.24M in Q4 2013. 614 funds tracked by Wall St. Rank hold TTE as of Q4 2017.

Evercore Wealth Management reported no remaining TotalEnergies position as of Q4 2017 after selling out during the quarter.
Evercore Wealth Management sold 275 TotalEnergies shares in Q4 2017, an estimated $15K.
Evercore Wealth Management first reported a position in TotalEnergies in Q2 2013 and held it in 12 quarters.
Evercore Wealth Management's TotalEnergies position peaked at $1.24M in Q4 2013.
614 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.