Pinnacle Wealth Management Advisory Group’s TotalEnergies TTE Stock Holding History

Pinnacle Wealth Management Advisory 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
2020 Q1	–	Sell	-5,430	Closed	-$300K	–	197
2019 Q4	$300K	Sell	5,430 -280	-5%	-$14.8K	0.11%	148
2019 Q3	$297K	Buy	5,710 +245	+4%	+$12.7K	0.12%	142
2019 Q2	$305K	Sell	5,465 -1,600	-23%	-$87.4K	0.13%	145
2019 Q1	$393K	Hold	7,065	–	–	0.18%	120
2018 Q4	$369K	Sell	7,065 -175	-2%	-$10K	0.2%	116
2018 Q3	$466K	Hold	7,240	–	–	0.23%	101
2018 Q2	$438K	Buy	7,240 +240	+3%	+$14.7K	0.24%	98
2018 Q1	$404K	Buy	7,000 +10	+0.1%	+$573	0.23%	98
2017 Q4	$386K	Buy	6,990 +795	+13%	+$43.9K	0.21%	99
2017 Q3	$332K	Sell	6,195 -200	-3%	-$10.3K	0.19%	109
2017 Q2	$317K	Buy	6,395 +200	+3%	+$10.3K	0.2%	112
2017 Q1	$312K	Buy	6,195 +500	+9%	+$25.3K	0.22%	98
2016 Q4	$290K	Sell	5,695 -100	-2%	-$4.82K	0.21%	99
2016 Q3	$276K	Buy	+5,795	New	+$277K	0.21%	101

Other funds holding TTE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's TTE Position: Q1 2020 in Review

Pinnacle Wealth Management Advisory Group sold out of TotalEnergies (TTE) in Q1 2020, closing a stake of 5,430 shares — an estimated $300K sold.

Pinnacle Wealth Management Advisory Group first reported a position in TTE in Q3 2016 and held it in 14 quarters. The position peaked at $466K in Q3 2018. 531 funds tracked by Wall St. Rank hold TTE as of Q1 2020.

Pinnacle Wealth Management Advisory Group reported no remaining TotalEnergies position as of Q1 2020 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 5,430 TotalEnergies shares in Q1 2020, an estimated $300K.
Pinnacle Wealth Management Advisory Group first reported a position in TotalEnergies in Q3 2016 and held it in 14 quarters.
Pinnacle Wealth Management Advisory Group's TotalEnergies position peaked at $466K in Q3 2018.
531 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2020.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2020, filed 8 May 2020.