Lehman Financial Resources’s TotalEnergies TTE Stock Holding History

Lehman Financial Resources’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
2014 Q4	–	Sell	-300	Closed	-$19K	–	429
2014 Q3	$19K	Hold	300	–	–	0.01%	249
2014 Q2	$22K	Hold	300	–	–	0.01%	224
2014 Q1	$20K	Hold	300	–	–	0.01%	226
2013 Q4	$18K	Hold	300	–	–	0.01%	228
2013 Q3	$17K	Buy	+300	New	+$16.2K	0.01%	223

Other funds holding TTE

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Lehman Financial Resources's TTE Position: Q4 2014 in Review

Lehman Financial Resources sold out of TotalEnergies (TTE) in Q4 2014, closing a stake of 300 shares — an estimated $19K sold.

Lehman Financial Resources first reported a position in TTE in Q3 2013 and held it in 5 quarters. The position peaked at $22K in Q2 2014. 509 funds tracked by Wall St. Rank hold TTE as of Q4 2014.

Lehman Financial Resources reported no remaining TotalEnergies position as of Q4 2014 after selling out during the quarter.
Lehman Financial Resources sold 300 TotalEnergies shares in Q4 2014, an estimated $19K.
Lehman Financial Resources first reported a position in TotalEnergies in Q3 2013 and held it in 5 quarters.
Lehman Financial Resources's TotalEnergies position peaked at $22K in Q2 2014.
509 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2014.

Based on Lehman Financial Resources's 13F filing for Q4 2014, filed 3 Feb 2015.