Fusion Family Wealth’s Trane Technologies TT Stock Holding History

Fusion Family Wealth’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
2018 Q1	–	Sell	-600	Closed	-$54K	–	289
2017 Q4	$54K	Hold	600	–	–	0.01%	128
2017 Q3	$54K	Buy	+600	New	+$53.1K	0.02%	84

Other funds holding TT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fusion Family Wealth's TT Position: Q1 2018 in Review

Fusion Family Wealth sold out of Trane Technologies (TT) in Q1 2018, closing a stake of 600 shares — an estimated $54K sold.

Fusion Family Wealth first reported a position in TT in Q3 2017 and held it in 2 quarters. The position peaked at $54K in Q4 2017. 752 funds tracked by Wall St. Rank hold TT as of Q1 2018.

Fusion Family Wealth reported no remaining Trane Technologies position as of Q1 2018 after selling out during the quarter.
Fusion Family Wealth sold 600 Trane Technologies shares in Q1 2018, an estimated $54K.
Fusion Family Wealth first reported a position in Trane Technologies in Q3 2017 and held it in 2 quarters.
Fusion Family Wealth's Trane Technologies position peaked at $54K in Q4 2017.
752 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2018.

Based on Fusion Family Wealth's 13F filing for Q1 2018, filed 2 May 2018.