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Apriem Advisors’s Trane Technologies TT Stock Holding History

Apriem Advisors’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
2020
Q1 		– Sell
-1,530
Closed -$203K – 137
2019
Q4 		$203K Buy
+1,530
New +$194K 0.04% 129
2018
Q3 		– Sell
-1,530
Closed -$137K – 362
2018
Q2 		$137K Buy
+1,530
New +$134K 0.03% 148
2017
Q2 		– Sell
-1,530
Closed -$124K – 506
2017
Q1 		$124K Hold
1,530
– – 0.03% 155
2016
Q4 		$115K Hold
1,530
– – 0.03% 153
2016
Q3 		$104K Buy
+1,530
New +$102K 0.03% 164

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Apriem Advisors's TT Position: Q1 2020 in Review

Apriem Advisors sold out of Trane Technologies (TT) in Q1 2020, closing a stake of 1,530 shares — an estimated $203K sold.

Apriem Advisors first reported a position in TT in Q3 2016 and held it in 5 quarters. The position peaked at $203K in Q4 2019. 763 funds tracked by Wall St. Rank hold TT as of Q1 2020.

  • Apriem Advisors reported no remaining Trane Technologies position as of Q1 2020 after selling out during the quarter.
  • Apriem Advisors sold 1,530 Trane Technologies shares in Q1 2020, an estimated $203K.
  • Apriem Advisors first reported a position in Trane Technologies in Q3 2016 and held it in 5 quarters.
  • Apriem Advisors's Trane Technologies position peaked at $203K in Q4 2019.
  • 763 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2020.

Based on Apriem Advisors's 13F filing for Q1 2020, filed 7 May 2020.