Squar Milner Financial Services’s TotalEnergies TTE Stock Holding History

Squar Milner Financial Services’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	-105	Closed	-$3K	–	678
2020 Q1	$3K	Hold	105	–	–	﹤0.01%	651
2019 Q4	$5K	Buy	+105	New	+$5.55K	﹤0.01%	647
2019 Q3	–	Sell	-342	Closed	-$19K	–	676
2019 Q2	$19K	Sell	342 -158	-32%	-$8.63K	0.01%	462
2019 Q1	$27K	Buy	500 +158	+46%	+$8.79K	0.02%	397
2018 Q4	$18K	Sell	342 -141	-29%	-$8.08K	0.02%	405
2018 Q3	$31K	Sell	483 -497	-51%	-$31.2K	0.03%	361
2018 Q2	$59K	Buy	+980	New	+$60.1K	0.05%	309

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Squar Milner Financial Services's TTE Position: Q2 2020 in Review

Squar Milner Financial Services sold out of TotalEnergies (TTE) in Q2 2020, closing a stake of 105 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in TTE in Q2 2018 and held it in 7 quarters. The position peaked at $59K in Q2 2018. 523 funds tracked by Wall St. Rank hold TTE as of Q2 2020.

Squar Milner Financial Services reported no remaining TotalEnergies position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 105 TotalEnergies shares in Q2 2020, an estimated $3K.
Squar Milner Financial Services first reported a position in TotalEnergies in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's TotalEnergies position peaked at $59K in Q2 2018.
523 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.