Welch & Forbes’s TotalEnergies TTE Stock Holding History

Welch & Forbes’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
2018 Q4	–	Sell	-3,440	Closed	-$222K	–	355
2018 Q3	$222K	Hold	3,440	–	–	0.01%	340
2018 Q2	$208K	Buy	+3,440	New	+$211K	0.01%	347
2014 Q4	–	Sell	-3,334	Closed	-$215K	–	353
2014 Q3	$215K	Hold	3,334	–	–	0.01%	328
2014 Q2	$241K	Hold	3,334	–	–	0.01%	302
2014 Q1	$219K	Buy	+3,334	New	+$205K	0.01%	313

Other funds holding TTE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Welch & Forbes's TTE Position: Q4 2018 in Review

Welch & Forbes sold out of TotalEnergies (TTE) in Q4 2018, closing a stake of 3,440 shares — an estimated $222K sold.

Welch & Forbes first reported a position in TTE in Q1 2014 and held it in 5 quarters. The position peaked at $241K in Q2 2014. 655 funds tracked by Wall St. Rank hold TTE as of Q4 2018.

Welch & Forbes reported no remaining TotalEnergies position as of Q4 2018 after selling out during the quarter.
Welch & Forbes sold 3,440 TotalEnergies shares in Q4 2018, an estimated $222K.
Welch & Forbes first reported a position in TotalEnergies in Q1 2014 and held it in 5 quarters.
Welch & Forbes's TotalEnergies position peaked at $241K in Q2 2014.
655 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2018.

Based on Welch & Forbes's 13F filing for Q4 2018, filed 5 Feb 2019.