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Doyle Wealth Management’s Trane Technologies TT Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-150
Closed -$19K – 715
2019
Q2 		$19K Buy
+150
New +$17.9K ﹤0.01% 521
2019
Q1 		– Sell
-150
Closed -$14K – 704
2018
Q4 		$14K Buy
+150
New +$14.7K ﹤0.01% 575

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Doyle Wealth Management's TT Position: Q3 2019 in Review

Doyle Wealth Management sold out of Trane Technologies (TT) in Q3 2019, closing a stake of 150 shares — an estimated $19K sold.

Doyle Wealth Management first reported a position in TT in Q4 2018 and held it in 2 quarters. The position peaked at $19K in Q2 2019. 833 funds tracked by Wall St. Rank hold TT as of Q3 2019.

  • Doyle Wealth Management reported no remaining Trane Technologies position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 150 Trane Technologies shares in Q3 2019, an estimated $19K.
  • Doyle Wealth Management first reported a position in Trane Technologies in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Trane Technologies position peaked at $19K in Q2 2019.
  • 833 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.