AWS
TT icon

Aris Wealth Services’s Trane Technologies TT Stock Holding History

Aris Wealth Services’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
2015
Q3 		$9K Sell
178
-114
-39% -$6.82K 0.02% 231
2015
Q2 		$20K Buy
292
+114
+64% +$7.8K 0.02% 317
2015
Q1 		$12K Buy
+178
New +$11.8K 0.01% 351

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aris Wealth Services's TT Position: Q3 2015 in Review

Aris Wealth Services reduced its Trane Technologies (TT) stake by 39% in Q3 2015, selling an estimated $6.82K and leaving 178 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #231.

Aris Wealth Services first reported a position in TT in Q1 2015 and has held it in 3 quarters since. The position peaked at $20K in Q2 2015. 556 funds tracked by Wall St. Rank hold TT as of Q3 2015.

  • Aris Wealth Services held 178 shares of Trane Technologies worth $9K as of Q3 2015.
  • Aris Wealth Services sold 114 Trane Technologies shares in Q3 2015, an estimated $6.82K.
  • Trane Technologies made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #231 holding.
  • Aris Wealth Services first reported a position in Trane Technologies in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Trane Technologies position peaked at $20K in Q2 2015.
  • 556 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.