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Pathway Financial Advisors’s Trane Technologies TT Stock Holding History

Pathway Financial 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
2018
Q1 		– Sell
-40
Closed -$4K – 475
2017
Q4 		$4K Buy
+40
New +$3.52K ﹤0.01% 416

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pathway Financial Advisors's TT Position: Q1 2018 in Review

Pathway Financial Advisors sold out of Trane Technologies (TT) in Q1 2018, closing a stake of 40 shares — an estimated $4K sold.

Pathway Financial Advisors first reported a position in TT in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 752 funds tracked by Wall St. Rank hold TT as of Q1 2018.

  • Pathway Financial Advisors reported no remaining Trane Technologies position as of Q1 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 40 Trane Technologies shares in Q1 2018, an estimated $4K.
  • Pathway Financial Advisors first reported a position in Trane Technologies in Q4 2017 and held it in 1 quarter.
  • Pathway Financial Advisors's Trane Technologies position peaked at $4K in Q4 2017.
  • 752 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2018.

Based on Pathway Financial Advisors's 13F filing for Q1 2018, filed 4 May 2018.