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Executive Wealth Management’s TotalEnergies TTE Stock Holding History

Executive 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
Q3 		– Sell
-870
Closed -$49K – 738
2019
Q2 		$49K Hold
870
– – 0.01% 296
2019
Q1 		$48K Sell
870
-200
-19% -$11.1K 0.01% 275
2018
Q4 		$56K Buy
+1,070
New +$61.3K 0.01% 260

Other funds holding TTE

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Executive Wealth Management's TTE Position: Q3 2019 in Review

Executive Wealth Management sold out of TotalEnergies (TTE) in Q3 2019, closing a stake of 870 shares — an estimated $49K sold.

Executive Wealth Management first reported a position in TTE in Q4 2018 and held it in 3 quarters. The position peaked at $56K in Q4 2018. 612 funds tracked by Wall St. Rank hold TTE as of Q3 2019.

  • Executive Wealth Management reported no remaining TotalEnergies position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 870 TotalEnergies shares in Q3 2019, an estimated $49K.
  • Executive Wealth Management first reported a position in TotalEnergies in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's TotalEnergies position peaked at $56K in Q4 2018.
  • 612 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.