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McKinley Carter Wealth Services’s TotalEnergies TTE Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-125
Closed -$7K – 360
2018
Q1 		$7K Buy
+125
New +$7.16K ﹤0.01% 394

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
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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

McKinley Carter Wealth Services's TTE Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of TotalEnergies (TTE) in Q2 2018, closing a stake of 125 shares — an estimated $7K sold.

McKinley Carter Wealth Services first reported a position in TTE in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 647 funds tracked by Wall St. Rank hold TTE as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining TotalEnergies position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 125 TotalEnergies shares in Q2 2018, an estimated $7K.
  • McKinley Carter Wealth Services first reported a position in TotalEnergies in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's TotalEnergies position peaked at $7K in Q1 2018.
  • 647 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.