Polaris Wealth Advisory Group’s Trane Technologies TT Stock Holding History

Polaris Wealth Advisory Group’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 Q1	–	Sell	-196,053	Closed	-$17.9M	–	174
2018 Q4	$17.9M	Sell	196,053 -5,529	-3%	-$544K	1.68%	29
2018 Q3	$20.6M	Buy	201,582 +3,158	+2%	+$309K	1.42%	33
2018 Q2	$17M	Sell	198,424 -118	-0.1%	-$10.4K	1.43%	32
2018 Q1	$17M	Buy	198,542 +14,780	+8%	+$1.33M	1.38%	32
2017 Q4	$16.4M	Buy	183,762 +7,641	+4%	+$673K	1.35%	34
2017 Q3	$15.7M	Buy	+176,121	New	+$15.6M	1.38%	34

Other funds holding TT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Polaris Wealth Advisory Group's TT Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of Trane Technologies (TT) in Q1 2019, closing a stake of 196,053 shares — an estimated $17.9M sold.

Polaris Wealth Advisory Group first reported a position in TT in Q3 2017 and held it in 6 quarters. The position peaked at $20.6M in Q3 2018. 832 funds tracked by Wall St. Rank hold TT as of Q1 2019.

Polaris Wealth Advisory Group reported no remaining Trane Technologies position as of Q1 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 196,053 Trane Technologies shares in Q1 2019, an estimated $17.9M.
Polaris Wealth Advisory Group first reported a position in Trane Technologies in Q3 2017 and held it in 6 quarters.
Polaris Wealth Advisory Group's Trane Technologies position peaked at $20.6M in Q3 2018.
832 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.