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WealthPLAN Partners’s TotalEnergies TTE Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$7.89K Sell
165
-519
-76% -$24.8K ﹤0.01% 640
2016
Q2 		$7.96K Buy
+684
New +$32.8K ﹤0.01% 1826
2015
Q4 		$5.91K Buy
+1,490
New +$72.2K ﹤0.01% 1301
2015
Q2 		– Sell
-42
Closed -$3K – 507
2015
Q1 		$3K Buy
+42
New +$2.15K ﹤0.01% 474

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Wellington Management Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return