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WealthSource Partners’s TotalEnergies TTE Stock Holding History

WealthSource 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
2019
Q3 		– Sell
-7,708
Closed -$430K – 474
2019
Q2 		$430K Buy
7,708
+3,503
+83% +$191K 0.07% 270
2019
Q1 		$234K Buy
+4,205
New +$234K 0.05% 307

Other funds holding TTE

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthSource Partners's TTE Position: Q3 2019 in Review

WealthSource Partners sold out of TotalEnergies (TTE) in Q3 2019, closing a stake of 7,708 shares — an estimated $430K sold.

WealthSource Partners first reported a position in TTE in Q1 2019 and held it in 2 quarters. The position peaked at $430K in Q2 2019. 612 funds tracked by Wall St. Rank hold TTE as of Q3 2019.

  • WealthSource Partners reported no remaining TotalEnergies position as of Q3 2019 after selling out during the quarter.
  • WealthSource Partners sold 7,708 TotalEnergies shares in Q3 2019, an estimated $430K.
  • WealthSource Partners first reported a position in TotalEnergies in Q1 2019 and held it in 2 quarters.
  • WealthSource Partners's TotalEnergies position peaked at $430K in Q2 2019.
  • 612 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2019.

Based on WealthSource Partners's 13F filing for Q3 2019, filed 15 Nov 2019.