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Lake Point Wealth Management’s TotalEnergies TTE Stock Holding History

Lake Point 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
Q2 		$3K Hold
50
– – ﹤0.01% 495
2019
Q1 		$3K Sell
50
-5,061
-99% -$282K ﹤0.01% 495
2018
Q4 		$267K Buy
+5,111
New +$293K 0.1% 116

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lake Point Wealth Management's TTE Position: Q2 2019 in Review

Lake Point Wealth Management held its TotalEnergies (TTE) position steady in Q2 2019 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Lake Point Wealth Management first reported a position in TTE in Q4 2018 and has held it in 3 quarters since. The position peaked at $267K in Q4 2018. 668 funds tracked by Wall St. Rank hold TTE as of Q2 2019.

  • Lake Point Wealth Management held 50 shares of TotalEnergies worth $3K as of Q2 2019.
  • Lake Point Wealth Management left its TotalEnergies share count unchanged in Q2 2019.
  • TotalEnergies made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #495 holding.
  • Lake Point Wealth Management first reported a position in TotalEnergies in Q4 2018 and has held it in 3 quarters since.
  • Lake Point Wealth Management's TotalEnergies position peaked at $267K in Q4 2018.
  • 668 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.