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Holistic Financial Partners’s Trane Technologies TT Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-169
Closed -$14K – 337
2018
Q1 		$14K Hold
169
– – 0.01% 300
2017
Q4 		$15K Buy
+169
New +$14.9K 0.01% 307

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Holistic Financial Partners's TT Position: Q2 2018 in Review

Holistic Financial Partners sold out of Trane Technologies (TT) in Q2 2018, closing a stake of 169 shares — an estimated $14K sold.

Holistic Financial Partners first reported a position in TT in Q4 2017 and held it in 2 quarters. The position peaked at $15K in Q4 2017. 755 funds tracked by Wall St. Rank hold TT as of Q2 2018.

  • Holistic Financial Partners reported no remaining Trane Technologies position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 169 Trane Technologies shares in Q2 2018, an estimated $14K.
  • Holistic Financial Partners first reported a position in Trane Technologies in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Trane Technologies position peaked at $15K in Q4 2017.
  • 755 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.