MWM
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Mascoma Wealth Management’s TotalEnergies TTE Stock Holding History

Mascoma 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
Q3 		– Sell
-50
Closed -$3K – 316
2019
Q2 		$3K Hold
50
– – ﹤0.01% 331
2019
Q1 		$3K Buy
+50
New +$2.78K ﹤0.01% 337
2017
Q4 		– Hold
0
– – – 416
2017
Q3 		– Sell
-1,527
Closed -$78.5K – 417
2017
Q2 		$76K Buy
+1,527
New +$78.6K 0.05% 131
2017
Q1 		– Sell
-200
Closed -$10.1K – 377
2016
Q4 		$10K Buy
+200
New +$9.63K 0.01% 268

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return