Rowland Carmichael Advisors’s TotalEnergies TTE Stock Holding History

Rowland Carmichael 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
2018 Q4	–	Sell	-3,107	Closed	-$200K	–	360
2018 Q3	$200K	Buy	+3,107	New	+$195K	0.08%	269
2017 Q1	–	Sell	-6,075	Closed	-$310K	–	316
2016 Q4	$310K	Buy	6,075 +1,643	+37%	+$79.1K	0.18%	161
2016 Q3	$211K	Hold	4,432	–	–	0.13%	205
2016 Q2	$213K	Buy	+4,432	New	+$212K	0.13%	206

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

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

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rowland Carmichael Advisors's TTE Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of TotalEnergies (TTE) in Q4 2018, closing a stake of 3,107 shares — an estimated $200K sold.

Rowland Carmichael Advisors first reported a position in TTE in Q2 2016 and held it in 4 quarters. The position peaked at $310K in Q4 2016. 655 funds tracked by Wall St. Rank hold TTE as of Q4 2018.

Rowland Carmichael Advisors reported no remaining TotalEnergies position as of Q4 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 3,107 TotalEnergies shares in Q4 2018, an estimated $200K.
Rowland Carmichael Advisors first reported a position in TotalEnergies in Q2 2016 and held it in 4 quarters.
Rowland Carmichael Advisors's TotalEnergies position peaked at $310K in Q4 2016.
655 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.