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LBA Wealth Management’s Trane Technologies TT Stock Holding History

LBA 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
2017
Q1 		$17K Hold
210
– – 0.01% 285
2016
Q4 		$16K Hold
210
– – 0.01% 280
2016
Q3 		$14K Hold
210
– – 0.01% 295
2016
Q2 		$13K Hold
210
– – 0.01% 290
2016
Q1 		$13K Hold
210
– – 0.01% 284
2015
Q4 		$12K Buy
+210
New +$11.8K 0.01% 281

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LBA Wealth Management's TT Position: Q1 2017 in Review

LBA Wealth Management held its Trane Technologies (TT) position steady in Q1 2017 at 210 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #285.

LBA Wealth Management first reported a position in TT in Q4 2015 and has held it in 6 quarters since. 663 funds tracked by Wall St. Rank hold TT as of Q1 2017.

  • LBA Wealth Management held 210 shares of Trane Technologies worth $17K as of Q1 2017.
  • LBA Wealth Management left its Trane Technologies share count unchanged in Q1 2017.
  • Trane Technologies made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #285 holding.
  • LBA Wealth Management first reported a position in Trane Technologies in Q4 2015 and has held it in 6 quarters since.
  • 663 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.