RIA
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Regal Investment Advisors’s Trane Technologies TT Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-62
Closed -$3K – 823
2015
Q3 		$3K Buy
+62
New +$3.71K ﹤0.01% 903
2015
Q1 		– Sell
-20
Closed -$1K – 1041
2014
Q4 		$1K Hold
20
– – ﹤0.01% 893
2014
Q3 		$1K Hold
20
– – ﹤0.01% 920
2014
Q2 		$1K Hold
20
– – ﹤0.01% 884
2014
Q1 		$1K Hold
20
– – ﹤0.01% 866
2013
Q4 		$1K Sell
20
-49
-71% -$2.7K ﹤0.01% 801
2013
Q3 		$4K Buy
69
+19
+38% +$931 ﹤0.01% 735
2013
Q2 		$2K Buy
+50
New +$2.22K ﹤0.01% 810

Other funds holding TT

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return