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Sheaff Brock Investment Advisors’s Trane Technologies TT Stock Holding History

Sheaff Brock 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
2018
Q3 		– Sell
-10,801
Closed -$969K – 558
2018
Q2 		$969K Sell
10,801
-800
-7% -$70.2K 0.09% 160
2018
Q1 		$992K Sell
11,601
-900
-7% -$80.8K 0.1% 148
2017
Q4 		$1.11M Buy
+12,501
New +$1.1M 0.14% 135
2017
Q2 		– Sell
-5,001
Closed -$407K – 651
2017
Q1 		$407K Buy
+5,001
New +$397K 0.05% 317
2016
Q4 		– Sell
-6,201
Closed -$421K – 648
2016
Q3 		$421K Sell
6,201
-1,400
-18% -$93.3K 0.06% 294
2016
Q2 		$484K Buy
+7,601
New +$489K 0.06% 285

Other funds holding TT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sheaff Brock Investment Advisors's TT Position: Q3 2018 in Review

Sheaff Brock Investment Advisors sold out of Trane Technologies (TT) in Q3 2018, closing a stake of 10,801 shares — an estimated $969K sold.

Sheaff Brock Investment Advisors first reported a position in TT in Q2 2016 and held it in 6 quarters. The position peaked at $1.11M in Q4 2017. 790 funds tracked by Wall St. Rank hold TT as of Q3 2018.

  • Sheaff Brock Investment Advisors reported no remaining Trane Technologies position as of Q3 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 10,801 Trane Technologies shares in Q3 2018, an estimated $969K.
  • Sheaff Brock Investment Advisors first reported a position in Trane Technologies in Q2 2016 and held it in 6 quarters.
  • Sheaff Brock Investment Advisors's Trane Technologies position peaked at $1.11M in Q4 2017.
  • 790 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.