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Westbourne Investment Advisors’s TotalEnergies TTE Stock Holding History

Westbourne Investment Advisors’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
2017
Q4 		– Sell
-5,340
Closed -$286K – 105
2017
Q3 		$286K Sell
5,340
-950
-15% -$48.8K 0.22% 89
2017
Q2 		$312K Sell
6,290
-4,425
-41% -$228K 0.25% 84
2017
Q1 		$540K Sell
10,715
-2,790
-21% -$141K 0.44% 58
2016
Q4 		$688K Buy
13,505
+475
+4% +$22.9K 0.6% 52
2016
Q3 		$622K Sell
13,030
-1,075
-8% -$51.4K 0.55% 58
2016
Q2 		$678K Buy
+14,105
New +$676K 0.61% 51
2015
Q4 		– Sell
-19,320
Closed -$864K – 108
2015
Q3 		$864K Sell
19,320
-600
-3% -$28.3K 0.87% 37
2015
Q2 		$979K Buy
+19,920
New +$1.03M 0.89% 37

Other funds holding TTE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return