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Focused Wealth Management’s Trane Technologies TT Stock Holding History

Focused 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
2020
Q1 		– Sell
-1
Closed – – 778
2019
Q4 		$0 Sell
1
-71
-99% -$9K ﹤0.01% 772
2019
Q3 		$9K Hold
72
– – ﹤0.01% 502
2019
Q2 		$9K Hold
72
– – ﹤0.01% 532
2019
Q1 		$8K Hold
72
– – ﹤0.01% 500
2018
Q4 		$7K Sell
72
-2,500
-97% -$246K ﹤0.01% 506
2018
Q3 		$263K Buy
2,572
+2,500
+3,472% +$244K 0.09% 117
2018
Q2 		$6K Hold
72
– – ﹤0.01% 504
2018
Q1 		$6K Hold
72
– – ﹤0.01% 543
2017
Q4 		$6K Sell
72
-28
-28% -$2.47K ﹤0.01% 531
2017
Q3 		$9K Hold
100
– – ﹤0.01% 458
2017
Q2 		$9K Hold
100
– – ﹤0.01% 494
2017
Q1 		$8K Sell
100
-2,300
-96% -$183K ﹤0.01% 490
2016
Q4 		$180K Hold
2,400
– – 0.08% 153
2016
Q3 		$163K Buy
2,400
+2,300
+2,300% +$153K 0.07% 162
2016
Q2 		$6K Sell
100
-114
-53% -$7.34K ﹤0.01% 504
2016
Q1 		$13K Buy
214
+114
+114% +$6.22K 0.01% 365
2015
Q4 		$6K Hold
100
– – ﹤0.01% 485
2015
Q3 		$5K Hold
100
– – ﹤0.01% 503
2015
Q2 		$7K Hold
100
– – ﹤0.01% 464
2015
Q1 		$7K Hold
100
– – ﹤0.01% 483
2014
Q4 		$6K Hold
100
– – ﹤0.01% 492
2014
Q3 		$6K Hold
100
– – ﹤0.01% 499
2014
Q2 		$6K Hold
100
– – ﹤0.01% 498
2014
Q1 		$6K Hold
100
– – 0.01% 468
2013
Q4 		$6K Sell
100
-25
-20% -$1.38K 0.01% 460
2013
Q3 		$6K Buy
+125
New +$6.13K 0.01% 442

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

Focused Wealth Management's TT Position: Q1 2020 in Review

Focused Wealth Management sold out of Trane Technologies (TT) in Q1 2020, closing a stake of 1 share.

Focused Wealth Management first reported a position in TT in Q3 2013 and held it in 26 quarters. The position peaked at $263K in Q3 2018. 763 funds tracked by Wall St. Rank hold TT as of Q1 2020.

  • Focused Wealth Management reported no remaining Trane Technologies position as of Q1 2020 after selling out during the quarter.
  • Focused Wealth Management sold 1 Trane Technologies share in Q1 2020.
  • Focused Wealth Management first reported a position in Trane Technologies in Q3 2013 and held it in 26 quarters.
  • Focused Wealth Management's Trane Technologies position peaked at $263K in Q3 2018.
  • 763 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2020.

Based on Focused Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.