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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 $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Regal Investment Advisors's TT Position: Q4 2015 in Review

Regal Investment Advisors sold out of Trane Technologies (TT) in Q4 2015, closing a stake of 62 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in TT in Q2 2013 and held it in 8 quarters. The position peaked at $4K in Q3 2013. 553 funds tracked by Wall St. Rank hold TT as of Q4 2015.

  • Regal Investment Advisors reported no remaining Trane Technologies position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 62 Trane Technologies shares in Q4 2015, an estimated $3K.
  • Regal Investment Advisors first reported a position in Trane Technologies in Q2 2013 and held it in 8 quarters.
  • Regal Investment Advisors's Trane Technologies position peaked at $4K in Q3 2013.
  • 553 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.