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Whitegate Investment Counselors’s TotalEnergies TTE Stock Holding History

Whitegate Investment Counselors’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
2020
Q2 		– Sell
-7,305
Closed -$272K – 199
2020
Q1 		$272K Sell
7,305
-210
-3% -$9.44K 0.07% 153
2019
Q4 		$416K Hold
7,515
– – 0.08% 153
2019
Q3 		$391K Buy
7,515
+1,850
+33% +$95.9K 0.08% 148
2019
Q2 		$316K Sell
5,665
-400
-7% -$21.8K 0.06% 156
2019
Q1 		$338K Sell
6,065
-450
-7% -$25K 0.07% 153
2018
Q4 		$340K Buy
6,515
+60
+0.9% +$3.44K 0.08% 147
2018
Q3 		$416K Hold
6,455
– – 0.08% 140
2018
Q2 		$391K Sell
6,455
-50
-0.8% -$3.06K 0.08% 144
2018
Q1 		$375K Buy
6,505
+4
+0.1% +$229 0.08% 146
2017
Q4 		$359K Buy
6,501
+438
+7% +$24.2K 0.07% 145
2017
Q3 		$324K Buy
6,063
+1,210
+25% +$62.2K 0.07% 148
2017
Q2 		$241K Buy
4,853
+560
+13% +$28.8K 0.05% 162
2017
Q1 		$216K Buy
4,293
+150
+4% +$7.58K 0.05% 167
2016
Q4 		$211K Sell
4,143
-700
-14% -$33.7K 0.06% 155
2016
Q3 		$231K Hold
4,843
– – 0.06% 146
2016
Q2 		$233K Buy
+4,843
New +$232K 0.06% 138
2014
Q1 		$220K Buy
+4,843
New +$297K 0.06% 139

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Whitegate Investment Counselors's TTE Position: Q2 2020 in Review

Whitegate Investment Counselors sold out of TotalEnergies (TTE) in Q2 2020, closing a stake of 7,305 shares — an estimated $272K sold.

Whitegate Investment Counselors first reported a position in TTE in Q1 2014 and held it in 17 quarters. The position peaked at $416K in Q4 2019. 523 funds tracked by Wall St. Rank hold TTE as of Q2 2020.

  • Whitegate Investment Counselors reported no remaining TotalEnergies position as of Q2 2020 after selling out during the quarter.
  • Whitegate Investment Counselors sold 7,305 TotalEnergies shares in Q2 2020, an estimated $272K.
  • Whitegate Investment Counselors first reported a position in TotalEnergies in Q1 2014 and held it in 17 quarters.
  • Whitegate Investment Counselors's TotalEnergies position peaked at $416K in Q4 2019.
  • 523 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2020.

Based on Whitegate Investment Counselors's 13F filing for Q2 2020, filed 14 Jul 2020.