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Sound View Wealth Advisors’s TotalEnergies TTE Stock Holding History

Sound View 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
Q1 		$332K Sell
5,958
-576
-9% -$32K 0.1% 175
2018
Q4 		$341K Buy
+6,534
New +$374K 0.12% 157

Other funds holding TTE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound View Wealth Advisors's TTE Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its TotalEnergies (TTE) stake by 8.8% in Q1 2019, selling an estimated $32K and leaving 5,958 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #175.

Sound View Wealth Advisors first reported a position in TTE in Q4 2018 and has held it in 2 quarters since. The position peaked at $341K in Q4 2018. 674 funds tracked by Wall St. Rank hold TTE as of Q1 2019.

  • Sound View Wealth Advisors held 5,958 shares of TotalEnergies worth $332K as of Q1 2019.
  • Sound View Wealth Advisors sold 576 TotalEnergies shares in Q1 2019, an estimated $32K.
  • TotalEnergies made up 0.1% of Sound View Wealth Advisors's portfolio in Q1 2019, its #175 holding.
  • Sound View Wealth Advisors first reported a position in TotalEnergies in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's TotalEnergies position peaked at $341K in Q4 2018.
  • 674 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.