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Wealthcare Capital Management’s TotalEnergies TTE Stock Holding History

Wealthcare Capital Management’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
Q1 		– Sell
-169
Closed -$9K – 616
2019
Q4 		$9K Buy
+169
New +$8.94K ﹤0.01% 201
2015
Q2 		– Sell
-131
Closed -$7K – 828
2015
Q1 		$7K Buy
+131
New +$6.72K ﹤0.01% 574
2014
Q4 		– Sell
-194
Closed -$13K – 257
2014
Q3 		$13K Buy
+194
New +$12.9K ﹤0.01% 135

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wealthcare Capital Management's TTE Position: Q1 2020 in Review

Wealthcare Capital Management sold out of TotalEnergies (TTE) in Q1 2020, closing a stake of 169 shares — an estimated $9K sold.

Wealthcare Capital Management first reported a position in TTE in Q3 2014 and held it in 3 quarters. The position peaked at $13K in Q3 2014. 532 funds tracked by Wall St. Rank hold TTE as of Q1 2020.

  • Wealthcare Capital Management reported no remaining TotalEnergies position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 169 TotalEnergies shares in Q1 2020, an estimated $9K.
  • Wealthcare Capital Management first reported a position in TotalEnergies in Q3 2014 and held it in 3 quarters.
  • Wealthcare Capital Management's TotalEnergies position peaked at $13K in Q3 2014.
  • 532 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.