First Foundation Advisors’s TotalEnergies TTE Stock Holding History

First Foundation Advisors’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 Q3	–	Sell	-5,299	Closed	-$263K	–	336
2017 Q2	$263K	Buy	5,299 +361	+7%	+$18.6K	0.02%	267
2017 Q1	$249K	Sell	4,938 -300	-6%	-$15.2K	0.02%	279
2016 Q4	$267K	Buy	5,238 +438	+9%	+$21.1K	0.02%	267
2016 Q3	$229K	Hold	4,800	–	–	0.02%	262
2016 Q2	$231K	Sell	4,800 -1,000	-17%	-$47.9K	0.02%	260
2016 Q1	$263K	Sell	5,800 -215	-4%	-$9.47K	0.02%	249
2015 Q4	$270K	Sell	6,015 -76	-1%	-$3.68K	0.02%	242
2015 Q3	$272K	Sell	6,091 -12,339	-67%	-$582K	0.02%	193
2015 Q2	$906K	Buy	18,430 +850	+5%	+$44K	0.07%	118
2015 Q1	$873K	Buy	17,580 +4,580	+35%	+$235K	0.07%	112
2014 Q4	$666K	Buy	13,000 +1,435	+12%	+$80.9K	0.06%	123
2014 Q3	$745K	Buy	11,565 +565	+5%	+$37.4K	0.07%	109
2014 Q2	$794K	Buy	11,000 +4,837	+78%	+$339K	0.09%	86
2014 Q1	$404K	Sell	6,163 -4,437	-42%	-$272K	0.05%	126
2013 Q4	$649K	Sell	10,600 -2,015	-16%	-$120K	0.09%	79
2013 Q3	$731K	Buy	12,615 +15	+0.1%	+$811	0.11%	68
2013 Q2	$614K	Buy	+12,600	New	+$622K	0.12%	68

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

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

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

RJA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

First Foundation Advisors's TTE Position: Q3 2017 in Review

First Foundation Advisors sold out of TotalEnergies (TTE) in Q3 2017, closing a stake of 5,299 shares — an estimated $263K sold.

First Foundation Advisors first reported a position in TTE in Q2 2013 and held it in 17 quarters. The position peaked at $906K in Q2 2015. 539 funds tracked by Wall St. Rank hold TTE as of Q3 2017.

First Foundation Advisors reported no remaining TotalEnergies position as of Q3 2017 after selling out during the quarter.
First Foundation Advisors sold 5,299 TotalEnergies shares in Q3 2017, an estimated $263K.
First Foundation Advisors first reported a position in TotalEnergies in Q2 2013 and held it in 17 quarters.
First Foundation Advisors's TotalEnergies position peaked at $906K in Q2 2015.
539 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2017.

Based on First Foundation Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.