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OptiFour Integrated Wealth Management’s TotalEnergies TTE Stock Holding History

OptiFour Integrated 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
-7,864
Closed -$439K – 77
2019
Q2 		$439K Buy
+7,864
New +$429K 0.31% 46

Other funds holding TTE

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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 $530B 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 $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OptiFour Integrated Wealth Management's TTE Position: Q3 2019 in Review

OptiFour Integrated Wealth Management sold out of TotalEnergies (TTE) in Q3 2019, closing a stake of 7,864 shares — an estimated $439K sold.

OptiFour Integrated Wealth Management first reported a position in TTE in Q2 2019 and held it in 1 quarter. The position peaked at $439K in Q2 2019. 612 funds tracked by Wall St. Rank hold TTE as of Q3 2019.

  • OptiFour Integrated Wealth Management reported no remaining TotalEnergies position as of Q3 2019 after selling out during the quarter.
  • OptiFour Integrated Wealth Management sold 7,864 TotalEnergies shares in Q3 2019, an estimated $439K.
  • OptiFour Integrated Wealth Management first reported a position in TotalEnergies in Q2 2019 and held it in 1 quarter.
  • OptiFour Integrated Wealth Management's TotalEnergies position peaked at $439K in Q2 2019.
  • 612 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q3 2019, filed 4 Oct 2019.