MWM
TTE icon

MBE Wealth Management’s TotalEnergies TTE Stock Holding History

MBE 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
2020
Q2 		– Sell
-277
Closed -$10K – 473
2020
Q1 		$10K Buy
+277
New +$12.5K 0.01% 286

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MBE Wealth Management's TTE Position: Q2 2020 in Review

MBE Wealth Management sold out of TotalEnergies (TTE) in Q2 2020, closing a stake of 277 shares — an estimated $10K sold.

MBE Wealth Management first reported a position in TTE in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 523 funds tracked by Wall St. Rank hold TTE as of Q2 2020.

  • MBE Wealth Management reported no remaining TotalEnergies position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 277 TotalEnergies shares in Q2 2020, an estimated $10K.
  • MBE Wealth Management first reported a position in TotalEnergies in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's TotalEnergies position peaked at $10K in Q1 2020.
  • 523 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.