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Outlook Wealth Advisors’s TotalEnergies TTE Stock Holding History

Outlook Wealth Advisors’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
Q4 		– Sell
-7,178
Closed -$373K – 163
2019
Q3 		$373K Buy
7,178
+673
+10% +$34.9K 0.22% 110
2019
Q2 		$363K Buy
6,505
+130
+2% +$7.1K 0.24% 104
2019
Q1 		$355K Buy
6,375
+4,919
+338% +$274K 0.29% 89
2018
Q4 		$760K Buy
+1,456
New +$83.4K 0.35% 72

Other funds holding TTE

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Outlook Wealth Advisors's TTE Position: Q4 2019 in Review

Outlook Wealth Advisors sold out of TotalEnergies (TTE) in Q4 2019, closing a stake of 7,178 shares — an estimated $373K sold.

Outlook Wealth Advisors first reported a position in TTE in Q4 2018 and held it in 4 quarters. The position peaked at $760K in Q4 2018. 649 funds tracked by Wall St. Rank hold TTE as of Q4 2019.

  • Outlook Wealth Advisors reported no remaining TotalEnergies position as of Q4 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 7,178 TotalEnergies shares in Q4 2019, an estimated $373K.
  • Outlook Wealth Advisors first reported a position in TotalEnergies in Q4 2018 and held it in 4 quarters.
  • Outlook Wealth Advisors's TotalEnergies position peaked at $760K in Q4 2018.
  • 649 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2019.

Based on Outlook Wealth Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.