TW
TTE icon

Transform Wealth’s TotalEnergies TTE Stock Holding History

Transform Wealth’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
Q2 		– Sell
-57,620
Closed -$3.21M – 240
2019
Q1 		$3.21M Buy
57,620
+393
+0.7% +$21.9K 0.6% 67
2018
Q4 		$2.99M Buy
57,227
+971
+2% +$55.6K 0.61% 65
2018
Q3 		$3.62M Buy
56,256
+1,684
+3% +$106K 0.63% 65
2018
Q2 		$3.31M Buy
54,572
+2,282
+4% +$140K 0.6% 61
2018
Q1 		$3.02M Buy
52,290
+3,058
+6% +$175K 0.57% 61
2017
Q4 		$2.72M Buy
49,232
+11,083
+29% +$612K 0.5% 70
2017
Q3 		$2.04M Buy
+38,149
New +$1.96M 0.71% 40

Other funds holding TTE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Transform Wealth's TTE Position: Q2 2019 in Review

Transform Wealth sold out of TotalEnergies (TTE) in Q2 2019, closing a stake of 57,620 shares — an estimated $3.21M sold.

Transform Wealth first reported a position in TTE in Q3 2017 and held it in 7 quarters. The position peaked at $3.62M in Q3 2018. 668 funds tracked by Wall St. Rank hold TTE as of Q2 2019.

  • Transform Wealth reported no remaining TotalEnergies position as of Q2 2019 after selling out during the quarter.
  • Transform Wealth sold 57,620 TotalEnergies shares in Q2 2019, an estimated $3.21M.
  • Transform Wealth first reported a position in TotalEnergies in Q3 2017 and held it in 7 quarters.
  • Transform Wealth's TotalEnergies position peaked at $3.62M in Q3 2018.
  • 668 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2019.

Based on Transform Wealth's 13F filing for Q2 2019, filed 30 Jul 2019.