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	–	568
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mosaic Family Wealth's TT Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Trane Technologies (TT) in Q2 2019, closing a stake of 865 shares — an estimated $93K sold.

Mosaic Family Wealth first reported a position in TT in Q4 2015 and held it in 14 quarters. The position peaked at $636K in Q1 2016. 841 funds tracked by Wall St. Rank hold TT as of Q2 2019.

Mosaic Family Wealth reported no remaining Trane Technologies position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 865 Trane Technologies shares in Q2 2019, an estimated $93K.
Mosaic Family Wealth first reported a position in Trane Technologies in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Trane Technologies position peaked at $636K in Q1 2016.
841 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.