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Measured Wealth Private Client Group’s TotalEnergies TTE Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-62
Closed -$3K – 664
2018
Q3 		$3K Buy
+62
New +$3.89K ﹤0.01% 746

Other funds holding TTE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Measured Wealth Private Client Group's TTE Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of TotalEnergies (TTE) in Q4 2018, closing a stake of 62 shares — an estimated $3K sold.

Measured Wealth Private Client Group first reported a position in TTE in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 655 funds tracked by Wall St. Rank hold TTE as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining TotalEnergies position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 62 TotalEnergies shares in Q4 2018, an estimated $3K.
  • Measured Wealth Private Client Group first reported a position in TotalEnergies in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's TotalEnergies position peaked at $3K in Q3 2018.
  • 655 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.