Security National Trust’s TotalEnergies TTE Stock Holding History

Security National Trust’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 Q2	–	Sell	-80	Closed	-$3K	–	476
2020 Q1	$3K	Buy	+80	New	+$3.6K	﹤0.01%	437
2016 Q3	–	Sell	-125	Closed	-$6K	–	469
2016 Q2	$6K	Buy	+125	New	+$5.99K	﹤0.01%	406

Other funds holding TTE

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Security National Trust's TTE Position: Q2 2020 in Review

Security National Trust sold out of TotalEnergies (TTE) in Q2 2020, closing a stake of 80 shares — an estimated $3K sold.

Security National Trust first reported a position in TTE in Q2 2016 and held it in 2 quarters. The position peaked at $6K in Q2 2016. 523 funds tracked by Wall St. Rank hold TTE as of Q2 2020.

Security National Trust reported no remaining TotalEnergies position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 80 TotalEnergies shares in Q2 2020, an estimated $3K.
Security National Trust first reported a position in TotalEnergies in Q2 2016 and held it in 2 quarters.
Security National Trust's TotalEnergies position peaked at $6K in Q2 2016.
523 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.