PWAG
TTE icon

Polaris Wealth Advisory Group’s TotalEnergies TTE Stock Holding History

Polaris Wealth 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
2016
Q1 		– Sell
-4,667
Closed -$210K – 143
2015
Q4 		$210K Buy
+4,667
New +$226K 0.03% 136

Other funds holding TTE

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polaris Wealth Advisory Group's TTE Position: Q1 2016 in Review

Polaris Wealth Advisory Group sold out of TotalEnergies (TTE) in Q1 2016, closing a stake of 4,667 shares — an estimated $210K sold.

Polaris Wealth Advisory Group first reported a position in TTE in Q4 2015 and held it in 1 quarter. The position peaked at $210K in Q4 2015. 497 funds tracked by Wall St. Rank hold TTE as of Q1 2016.

  • Polaris Wealth Advisory Group reported no remaining TotalEnergies position as of Q1 2016 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 4,667 TotalEnergies shares in Q1 2016, an estimated $210K.
  • Polaris Wealth Advisory Group first reported a position in TotalEnergies in Q4 2015 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's TotalEnergies position peaked at $210K in Q4 2015.
  • 497 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2016, filed 29 Apr 2016.