Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
YWP
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
–
607
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
$295B AUM
31.6%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close