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Peloton Wealth Strategists’s Trane Technologies TT Stock Holding History

Peloton Wealth Strategists’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
2015
Q2 		– Sell
-4,250
Closed -$289K – 73
2015
Q1 		$289K Buy
4,250
+450
+12% +$29.7K 0.22% 71
2014
Q4 		$241K Buy
3,800
+100
+3% +$6.11K 0.18% 74
2014
Q3 		$209K Buy
+3,700
New +$224K 0.16% 76

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Peloton Wealth Strategists's TT Position: Q2 2015 in Review

Peloton Wealth Strategists sold out of Trane Technologies (TT) in Q2 2015, closing a stake of 4,250 shares — an estimated $289K sold.

Peloton Wealth Strategists first reported a position in TT in Q3 2014 and held it in 3 quarters. The position peaked at $289K in Q1 2015. 574 funds tracked by Wall St. Rank hold TT as of Q2 2015.

  • Peloton Wealth Strategists reported no remaining Trane Technologies position as of Q2 2015 after selling out during the quarter.
  • Peloton Wealth Strategists sold 4,250 Trane Technologies shares in Q2 2015, an estimated $289K.
  • Peloton Wealth Strategists first reported a position in Trane Technologies in Q3 2014 and held it in 3 quarters.
  • Peloton Wealth Strategists's Trane Technologies position peaked at $289K in Q1 2015.
  • 574 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2015.

Based on Peloton Wealth Strategists's 13F filing for Q2 2015, filed 11 Aug 2015.