Claro Advisors’s Ingersoll Rand IR Stock Holding History

Claro Advisors’s Portfolio IR Stock Details IR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-24	Closed	-$1K	–	545
2018 Q4	$1K	Buy	+24	New	+$589	﹤0.01%	1018

Other funds holding IR

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Claro Advisors's IR Position: Q1 2019 in Review

Claro Advisors sold out of Ingersoll Rand (IR) in Q1 2019, closing a stake of 24 shares — an estimated $1K sold.

Claro Advisors first reported a position in IR in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 205 funds tracked by Wall St. Rank hold IR as of Q1 2019.

Claro Advisors reported no remaining Ingersoll Rand position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 24 Ingersoll Rand shares in Q1 2019, an estimated $1K.
Claro Advisors first reported a position in Ingersoll Rand in Q4 2018 and held it in 1 quarter.
Claro Advisors's Ingersoll Rand position peaked at $1K in Q4 2018.
205 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.