Rockefeller Financial Services’s Trane Technologies TT Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$92K	Hold	1,030	–	–	﹤0.01%	383
2017 Q3	$92K	Hold	1,030	–	–	﹤0.01%	387
2017 Q2	$94K	Hold	1,030	–	–	﹤0.01%	343
2017 Q1	$84K	Hold	1,030	–	–	﹤0.01%	368
2016 Q4	$77K	Hold	1,030	–	–	﹤0.01%	394
2016 Q3	$70K	Hold	1,030	–	–	﹤0.01%	376
2016 Q2	$66K	Hold	1,030	–	–	﹤0.01%	387
2016 Q1	$64K	Buy	+1,030	New	+$56.2K	﹤0.01%	406
2014 Q3	–	Sell	-134	Closed	-$8K	–	583
2014 Q2	$8K	Buy	+134	New	+$7.96K	﹤0.01%	520

Other funds holding TT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rockefeller Financial Services's TT Position: Q4 2017 in Review

Rockefeller Financial Services held its Trane Technologies (TT) position steady in Q4 2017 at 1,030 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Rockefeller Financial Services first reported a position in TT in Q2 2014 and has held it in 9 quarters since. The position peaked at $94K in Q2 2017. 752 funds tracked by Wall St. Rank hold TT as of Q4 2017.

Rockefeller Financial Services held 1,030 shares of Trane Technologies worth $92K as of Q4 2017.
Rockefeller Financial Services left its Trane Technologies share count unchanged in Q4 2017.
Trane Technologies made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #383 holding.
Rockefeller Financial Services first reported a position in Trane Technologies in Q2 2014 and has held it in 9 quarters since.
Rockefeller Financial Services's Trane Technologies position peaked at $94K in Q2 2017.
752 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.