MFW
TT icon

Mosaic Family Wealth’s Trane Technologies TT Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-865
Closed -$93K – 570
2019
Q1 		$93K Hold
865
– – 0.04% 245
2018
Q4 		$79K Hold
865
– – 0.03% 259
2018
Q3 		$89K Hold
865
– – 0.04% 244
2018
Q2 		$78K Sell
865
-352
-29% -$30.9K 0.03% 255
2018
Q1 		$104K Hold
1,217
– – 0.04% 217
2017
Q4 		$109K Buy
1,217
+352
+41% +$31K 0.04% 225
2017
Q3 		$77K Hold
865
– – 0.03% 289
2017
Q2 		$79K Hold
865
– – 0.03% 273
2017
Q1 		$70K Hold
865
– – 0.03% 283
2016
Q4 		$65K Hold
865
– – 0.03% 292
2016
Q3 		$59K Sell
865
-103
-11% -$6.87K 0.03% 307
2016
Q2 		$62K Sell
968
-9,300
-91% -$598K 0.03% 302
2016
Q1 		$636K Sell
10,268
-400
-4% -$21.8K 0.31% 64
2015
Q4 		$589K Buy
+10,668
New +$600K 0.26% 73

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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 $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return