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Heritage Trust’s TotalEnergies TTE Stock Holding History

Heritage Trust’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
Q1 		– Sell
-100
Closed -$5K – 396
2018
Q4 		$5K Hold
100
– – ﹤0.01% 359
2018
Q3 		$6K Hold
100
– – ﹤0.01% 363
2018
Q2 		$6K Hold
100
– – ﹤0.01% 342
2018
Q1 		$6K Hold
100
– – ﹤0.01% 319
2017
Q4 		$6K Hold
100
– – ﹤0.01% 314
2017
Q3 		$5K Hold
100
– – ﹤0.01% 330
2017
Q2 		$5K Hold
100
– – ﹤0.01% 275
2017
Q1 		$5K Buy
+100
New +$5.05K ﹤0.01% 283

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 $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return