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

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$272K Hold
5,238
– – 0.11% 51
2013
Q2 		$232K Buy
+5,238
New +$233K 0.1% 48

Other funds holding TT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s TT Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its Trane Technologies (TT) position steady in Q3 2013 at 5,238 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #51.

Mariner Wealth Advisors (Madison) first reported a position in TT in Q2 2013 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold TT as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 5,238 shares of Trane Technologies worth $272K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Trane Technologies share count unchanged in Q3 2013.
  • Trane Technologies made up 0.11% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #51 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Trane Technologies in Q2 2013 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.