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Omnia Family Wealth’s Trane Technologies TT Stock Holding History

Omnia 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
2017
Q3 		– Sell
-60
Closed -$5K – 687
2017
Q2 		$5K Hold
60
– – ﹤0.01% 421
2017
Q1 		$5K Hold
60
– – ﹤0.01% 406
2016
Q4 		$5K Buy
+60
New +$4.33K ﹤0.01% 396

Other funds holding TT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Omnia Family Wealth's TT Position: Q3 2017 in Review

Omnia Family Wealth sold out of Trane Technologies (TT) in Q3 2017, closing a stake of 60 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in TT in Q4 2016 and held it in 3 quarters. The position peaked at $5K in Q2 2017. 682 funds tracked by Wall St. Rank hold TT as of Q3 2017.

  • Omnia Family Wealth reported no remaining Trane Technologies position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 60 Trane Technologies shares in Q3 2017, an estimated $5K.
  • Omnia Family Wealth first reported a position in Trane Technologies in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's Trane Technologies position peaked at $5K in Q2 2017.
  • 682 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.