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Integrated Wealth Counsel’s TotalEnergies TTE Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$7K Hold
132
– – 0.02% 183
2016
Q3 		$6K Buy
+132
New +$6.31K 0.01% 178

Other funds holding TTE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Integrated Wealth Counsel's TTE Position: Q4 2016 in Review

Integrated Wealth Counsel held its TotalEnergies (TTE) position steady in Q4 2016 at 132 shares worth $7K. The position accounts for 0.02% of the portfolio, ranked #183.

Integrated Wealth Counsel first reported a position in TTE in Q3 2016 and has held it in 2 quarters since. 542 funds tracked by Wall St. Rank hold TTE as of Q4 2016.

  • Integrated Wealth Counsel held 132 shares of TotalEnergies worth $7K as of Q4 2016.
  • Integrated Wealth Counsel left its TotalEnergies share count unchanged in Q4 2016.
  • TotalEnergies made up 0.02% of Integrated Wealth Counsel's portfolio in Q4 2016, its #183 holding.
  • Integrated Wealth Counsel first reported a position in TotalEnergies in Q3 2016 and has held it in 2 quarters since.
  • 542 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.