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Advisory Research’s Trane Technologies TT Stock Holding History

Advisory Research’s Portfolio TT Stock Details TT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-8,515
Closed -$759K – 442
2017
Q3 		$759K Sell
8,515
-1,981
-19% -$175K 0.01% 334
2017
Q2 		$959K Sell
10,496
-1,911
-15% -$168K 0.02% 318
2017
Q1 		$1.01M Sell
12,407
-1,510
-11% -$120K 0.01% 321
2016
Q4 		$1.04M Buy
+13,917
New +$1M 0.02% 274
2014
Q2 		– Sell
-1,129
Closed -$65K – 653
2014
Q1 		$65K Buy
+1,129
New +$67.3K ﹤0.01% 719

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisory Research's TT Position: Q4 2017 in Review

Advisory Research sold out of Trane Technologies (TT) in Q4 2017, closing a stake of 8,515 shares — an estimated $759K sold.

Advisory Research first reported a position in TT in Q1 2014 and held it in 5 quarters. The position peaked at $1.04M in Q4 2016. 752 funds tracked by Wall St. Rank hold TT as of Q4 2017.

  • Advisory Research reported no remaining Trane Technologies position as of Q4 2017 after selling out during the quarter.
  • Advisory Research sold 8,515 Trane Technologies shares in Q4 2017, an estimated $759K.
  • Advisory Research first reported a position in Trane Technologies in Q1 2014 and held it in 5 quarters.
  • Advisory Research's Trane Technologies position peaked at $1.04M in Q4 2016.
  • 752 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2017.

Based on Advisory Research's 13F filing for Q4 2017, filed 8 Feb 2018.