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Winslow Evans & Crocker’s TotalEnergies TTE Stock Holding History

Winslow Evans & Crocker’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
Q4 		$101K Buy
2,398
+664
+38% +$25.6K 0.02% 436
2020
Q3 		$59K Buy
1,734
+16
+0.9% +$610 0.01% 435
2020
Q2 		$66K Sell
1,718
-26
-1% -$963 0.02% 419
2020
Q1 		$66K Sell
1,744
-98
-5% -$4.41K 0.02% 388
2019
Q4 		$102K Sell
1,842
-108
-6% -$5.71K 0.03% 392
2019
Q3 		$102K Buy
1,950
+264
+16% +$13.7K 0.03% 394
2019
Q2 		$96K Buy
1,686
+64
+4% +$3.49K 0.03% 406
2019
Q1 		$92K Buy
1,622
+258
+19% +$14.4K 0.03% 397
2018
Q4 		$72K Buy
1,364
+200
+17% +$11.5K 0.02% 409
2018
Q3 		$76K Buy
1,164
+50
+4% +$3.13K 0.02% 420
2018
Q2 		$68K Hold
1,114
– – 0.02% 441
2018
Q1 		$64.3K Sell
1,114
-46
-4% -$2.63K 0.02% 438
2017
Q4 		$64.1K Sell
1,160
-698
-38% -$38.5K 0.02% 446
2017
Q3 		$99.3K Buy
1,858
+2
+0.1% +$103 0.03% 366
2017
Q2 		$92K Sell
1,856
-2
-0.1% -$103 0.03% 448
2017
Q1 		$93.6K Hold
1,858
– – 0.03% 426
2016
Q4 		$94.6K Hold
1,858
– – 0.03% 413
2016
Q3 		$88.5K Buy
1,858
+100
+6% +$4.78K 0.03% 432
2016
Q2 		$84.5K Sell
1,758
-98
-5% -$4.69K 0.03% 417
2016
Q1 		$84.3K Sell
1,856
-2
-0.1% -$88 0.03% 404
2015
Q4 		$83.4K Sell
1,858
-1,356
-42% -$65.7K 0.02% 435
2015
Q3 		$144K Sell
3,214
-1,060
-25% -$50K 0.05% 335
2015
Q2 		$210K Hold
4,274
– – 0.06% 299
2015
Q1 		$212K Sell
4,274
-1,466
-26% -$75.2K 0.06% 290
2014
Q4 		$294K Sell
5,740
-328
-5% -$18.5K 0.08% 241
2014
Q3 		$391K Sell
6,068
-49
-0.8% -$3.25K 0.11% 202
2014
Q2 		$442K Buy
6,117
+1,000
+20% +$70K 0.15% 168
2014
Q1 		$336K Buy
5,117
+96
+2% +$5.89K 0.12% 196
2013
Q4 		$308K Buy
+5,021
New +$299K 0.11% 215

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Winslow Evans & Crocker's TTE Position: Q4 2020 in Review

Winslow Evans & Crocker increased its TotalEnergies (TTE) stake by 38% in Q4 2020, buying an estimated $25.6K and bringing the position to 2,398 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #436.

Winslow Evans & Crocker first reported a position in TTE in Q4 2013 and has held it in 29 quarters since. The position peaked at $442K in Q2 2014. 526 funds tracked by Wall St. Rank hold TTE as of Q4 2020.

  • Winslow Evans & Crocker held 2,398 shares of TotalEnergies worth $101K as of Q4 2020.
  • Winslow Evans & Crocker bought 664 TotalEnergies shares in Q4 2020, an estimated $25.6K.
  • TotalEnergies made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #436 holding.
  • Winslow Evans & Crocker first reported a position in TotalEnergies in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's TotalEnergies position peaked at $442K in Q2 2014.
  • 526 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.