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Morningstar Investment Services’s TotalEnergies TTE Stock Holding History

Morningstar Investment 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
2014
Q1 		– Sell
-7,931
Closed -$486K – 212
2013
Q4 		$486K Sell
7,931
-692
-8% -$41.2K 0.04% 168
2013
Q3 		$503K Sell
8,623
-23,976
-74% -$1.3M 0.04% 164
2013
Q2 		$1.59M Buy
+32,599
New +$1.61M 0.17% 102

Other funds holding TTE

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Morningstar Investment Services's TTE Position: Q1 2014 in Review

Morningstar Investment Services sold out of TotalEnergies (TTE) in Q1 2014, closing a stake of 7,931 shares — an estimated $486K sold.

Morningstar Investment Services first reported a position in TTE in Q2 2013 and held it in 3 quarters. The position peaked at $1.59M in Q2 2013. 518 funds tracked by Wall St. Rank hold TTE as of Q1 2014.

  • Morningstar Investment Services reported no remaining TotalEnergies position as of Q1 2014 after selling out during the quarter.
  • Morningstar Investment Services sold 7,931 TotalEnergies shares in Q1 2014, an estimated $486K.
  • Morningstar Investment Services first reported a position in TotalEnergies in Q2 2013 and held it in 3 quarters.
  • Morningstar Investment Services's TotalEnergies position peaked at $1.59M in Q2 2013.
  • 518 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2014.

Based on Morningstar Investment Services's 13F filing for Q1 2014, filed 14 May 2014.