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Independent Portfolio Consultants’s Trane Technologies TT Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$192K Buy
2,106
+131
+7% +$11.5K 0.08% 296
2017
Q1 		$161K Sell
1,975
-710
-26% -$56.3K 0.06% 368
2016
Q4 		$201K Sell
2,685
-385
-13% -$27.8K 0.07% 317
2016
Q3 		$209K Sell
3,070
-1,495
-33% -$99.6K 0.07% 315
2016
Q2 		$291K Buy
4,565
+1,980
+77% +$127K 0.09% 276
2016
Q1 		$160K Buy
2,585
+245
+10% +$13.4K 0.04% 390
2015
Q4 		$129K Sell
2,340
-1,435
-38% -$80.7K 0.04% 412
2015
Q3 		$192K Buy
3,775
+390
+12% +$23.3K 0.04% 346
2015
Q2 		$228K Buy
3,385
+74
+2% +$5.07K 0.05% 344
2015
Q1 		$225K Sell
3,311
-129
-4% -$8.52K 0.05% 331
2014
Q4 		$218K Sell
3,440
-4,600
-57% -$281K 0.04% 352
2014
Q3 		$453K Buy
8,040
+235
+3% +$14.2K 0.12% 246
2014
Q2 		$488K Buy
7,805
+3,215
+70% +$191K 0.14% 240
2014
Q1 		$262K Hold
4,590
– – 0.08% 396
2013
Q4 		$283K Sell
4,590
-5,157
-53% -$284K 0.1% 374
2013
Q3 		$506K Sell
9,747
-4,901
-33% -$240K 0.2% 199
2013
Q2 		$650K Buy
+14,648
New +$651K 0.29% 97

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Portfolio Consultants's TT Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Trane Technologies (TT) stake by 6.6% in Q2 2017, buying an estimated $11.5K and bringing the position to 2,106 shares worth $192K. The position accounts for 0.08% of the portfolio, ranked #296.

Independent Portfolio Consultants first reported a position in TT in Q2 2013 and has held it in 17 quarters since. The position peaked at $650K in Q2 2013. 667 funds tracked by Wall St. Rank hold TT as of Q2 2017.

  • Independent Portfolio Consultants held 2,106 shares of Trane Technologies worth $192K as of Q2 2017.
  • Independent Portfolio Consultants bought 131 Trane Technologies shares in Q2 2017, an estimated $11.5K.
  • Trane Technologies made up 0.08% of Independent Portfolio Consultants's portfolio in Q2 2017, its #296 holding.
  • Independent Portfolio Consultants first reported a position in Trane Technologies in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Trane Technologies position peaked at $650K in Q2 2013.
  • 667 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.