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

Other funds holding TTE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

WealthPLAN Partners's TTE Position: Q3 2016 in Review

WealthPLAN Partners reduced its TotalEnergies (TTE) stake by 76% in Q3 2016, selling an estimated $24.8K and leaving 165 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

WealthPLAN Partners first reported a position in TTE in Q1 2015 and has held it in 4 quarters since. The position peaked at $7.96K in Q2 2016. 502 funds tracked by Wall St. Rank hold TTE as of Q3 2016.

WealthPLAN Partners held 165 shares of TotalEnergies worth $7.89K as of Q3 2016.
WealthPLAN Partners sold 519 TotalEnergies shares in Q3 2016, an estimated $24.8K.
TotalEnergies made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #640 holding.
WealthPLAN Partners first reported a position in TotalEnergies in Q1 2015 and has held it in 4 quarters since.
WealthPLAN Partners's TotalEnergies position peaked at $7.96K in Q2 2016.
502 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.