NEPWA
TT icon

New England Private Wealth Advisors’s Trane Technologies TT Stock Holding History

New England Private Wealth Advisors’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
Q4 		– Sell
-3,018
Closed -$372K – 154
2019
Q3 		$372K Hold
3,018
– – 0.09% 103
2019
Q2 		$382K Hold
3,018
– – 0.09% 106
2019
Q1 		$326K Buy
3,018
+18
+0.6% +$1.82K 0.08% 107
2018
Q4 		$274K Buy
+3,000
New +$295K 0.08% 105

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New England Private Wealth Advisors's TT Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Trane Technologies (TT) in Q4 2019, closing a stake of 3,018 shares — an estimated $372K sold.

New England Private Wealth Advisors first reported a position in TT in Q4 2018 and held it in 4 quarters. The position peaked at $382K in Q2 2019. 914 funds tracked by Wall St. Rank hold TT as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining Trane Technologies position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 3,018 Trane Technologies shares in Q4 2019, an estimated $372K.
  • New England Private Wealth Advisors first reported a position in Trane Technologies in Q4 2018 and held it in 4 quarters.
  • New England Private Wealth Advisors's Trane Technologies position peaked at $382K in Q2 2019.
  • 914 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.