WFG Advisors’s TotalEnergies TTE Stock Holding History

WFG 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 Q2	–	Sell	-8,380	Closed	-$423K	–	1668
2017 Q1	$423K	Sell	8,380 -342	-4%	-$17.3K	0.11%	196
2016 Q4	$445K	Sell	8,722 -2,285	-21%	-$110K	0.11%	216
2016 Q3	$525K	Buy	11,007 +947	+9%	+$45.3K	0.13%	174
2016 Q2	$484K	Buy	10,060 +580	+6%	+$27.8K	0.13%	172
2016 Q1	$431K	Buy	9,480 +159	+2%	+$7K	0.12%	182
2015 Q4	$419K	Sell	9,321 -277	-3%	-$13.4K	0.13%	183
2015 Q3	$429K	Sell	9,598 -228	-2%	-$10.8K	0.13%	170
2015 Q2	$483K	Buy	9,826 +125	+1%	+$6.47K	0.13%	168
2015 Q1	$482K	Buy	9,701 +496	+5%	+$25.4K	0.13%	182
2014 Q4	$471K	Buy	9,205 +1,360	+17%	+$76.7K	0.1%	233
2014 Q3	$506K	Buy	7,845 +6,077	+344%	+$403K	0.1%	253
2014 Q2	$128K	Buy	1,768 +477	+37%	+$33.4K	0.02%	574
2014 Q1	$85K	Sell	1,291 -1,969	-60%	-$121K	0.02%	699
2013 Q4	$200K	Buy	3,260 +168	+5%	+$10K	0.03%	519
2013 Q3	$179K	Sell	3,092 -980	-24%	-$53K	0.03%	523
2013 Q2	$198K	Buy	+4,072	New	+$201K	0.03%	461

Other funds holding TTE

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

Bank of America

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

PNC Financial Services Group

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return