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Mariner Wealth Advisors (Cincinnati)’s Trane Technologies TT Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$363K Buy
3,546
+230
+7% +$22.5K 0.02% 225
2018
Q2 		$298K Buy
+3,316
New +$291K 0.02% 243
2018
Q1 		– Sell
-2,373
Closed -$212K – 288
2017
Q4 		$212K Buy
+2,373
New +$209K 0.01% 265

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s TT Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Trane Technologies (TT) stake by 6.9% in Q3 2018, buying an estimated $22.5K and bringing the position to 3,546 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #225.

Mariner Wealth Advisors (Cincinnati) first reported a position in TT in Q4 2017 and has held it in 3 quarters since. 791 funds tracked by Wall St. Rank hold TT as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 3,546 shares of Trane Technologies worth $363K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 230 Trane Technologies shares in Q3 2018, an estimated $22.5K.
  • Trane Technologies made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #225 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Trane Technologies in Q4 2017 and has held it in 3 quarters since.
  • 791 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.