Mariner Wealth Advisors (Cincinnati)’s TotalEnergies TTE Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	–	Sell	-2,820	Closed	-$204K	–	163
2014 Q2	$204K	Buy	+2,820	New	+$197K	0.03%	144
2014 Q1	–	Sell	-4,358	Closed	-$267K	–	146
2013 Q4	$267K	Buy	+4,358	New	+$259K	0.04%	127

Other funds holding TTE

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

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

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

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

MAA

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

BIM

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s TTE Position: Q3 2014 in Review

Mariner Wealth Advisors (Cincinnati) sold out of TotalEnergies (TTE) in Q3 2014, closing a stake of 2,820 shares — an estimated $204K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in TTE in Q4 2013 and held it in 2 quarters. The position peaked at $267K in Q4 2013. 532 funds tracked by Wall St. Rank hold TTE as of Q3 2014.

Mariner Wealth Advisors (Cincinnati) reported no remaining TotalEnergies position as of Q3 2014 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 2,820 TotalEnergies shares in Q3 2014, an estimated $204K.
Mariner Wealth Advisors (Cincinnati) first reported a position in TotalEnergies in Q4 2013 and held it in 2 quarters.
Mariner Wealth Advisors (Cincinnati)'s TotalEnergies position peaked at $267K in Q4 2013.
532 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2014.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2014, filed 17 Oct 2014.