EWM
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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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return