YorkBridge Wealth Partners’s TotalEnergies TTE Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-498	Closed	-$28K	–	606
2019 Q2	$28K	Buy	498 +12	+2%	+$655	0.01%	428
2019 Q1	$27K	Hold	486	–	–	0.01%	426
2018 Q4	$25K	Hold	486	–	–	0.01%	412
2018 Q3	$32K	Hold	486	–	–	0.01%	415
2018 Q2	$29K	Sell	486 -468	-49%	-$28.7K	0.01%	445
2018 Q1	$58K	Sell	954 -320	-25%	-$18.3K	0.03%	358
2017 Q4	$69K	Sell	1,274 -195	-13%	-$10.8K	0.03%	337
2017 Q3	$79K	Buy	1,469 +102	+7%	+$5.24K	0.04%	320
2017 Q2	$68K	Sell	1,367 -148	-10%	-$7.62K	0.04%	332
2017 Q1	$77K	Buy	1,515 +288	+23%	+$14.5K	0.04%	316
2016 Q4	$57K	Buy	+1,227	New	+$59.1K	0.03%	339

Other funds holding TTE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

YorkBridge Wealth Partners's TTE Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of TotalEnergies (TTE) in Q3 2019, closing a stake of 498 shares — an estimated $28K sold.

YorkBridge Wealth Partners first reported a position in TTE in Q4 2016 and held it in 11 quarters. The position peaked at $79K in Q3 2017. 612 funds tracked by Wall St. Rank hold TTE as of Q3 2019.

YorkBridge Wealth Partners reported no remaining TotalEnergies position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 498 TotalEnergies shares in Q3 2019, an estimated $28K.
YorkBridge Wealth Partners first reported a position in TotalEnergies in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's TotalEnergies position peaked at $79K in Q3 2017.
612 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.