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Gupta Wealth Management’s Trane Technologies TT Stock Holding History

Gupta 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
2016
Q1 		$14K Buy
+224
New +$12.2K ﹤0.01% 788
2015
Q4 		– Sell
-122
Closed -$6K – 1363
2015
Q3 		$6K Buy
+122
New +$7.29K ﹤0.01% 1029

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 $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Gupta Wealth Management's TT Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Trane Technologies (TT) in Q1 2016: 224 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in TT as recently as Q3 2015.

Gupta Wealth Management first reported a position in TT in Q3 2015 and has held it in 2 quarters since. 550 funds tracked by Wall St. Rank hold TT as of Q1 2016.

  • Gupta Wealth Management held 224 shares of Trane Technologies worth $14K as of Q1 2016.
  • Trane Technologies was a new Gupta Wealth Management position in Q1 2016.
  • Trane Technologies made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #788 holding.
  • Gupta Wealth Management first reported a position in Trane Technologies in Q3 2015 and has held it in 2 quarters since.
  • 550 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.