Taylor Wealth Management Partners’s Trane Technologies TT Stock Holding History

Taylor Wealth Management Partners’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 Q1	–	Sell	-150	Closed	-$11K	–	170
2016 Q4	$11K	Hold	150	–	–	0.01%	135
2016 Q3	$10K	Hold	150	–	–	﹤0.01%	128
2016 Q2	$10K	Hold	150	–	–	﹤0.01%	119
2016 Q1	$9K	Hold	150	–	–	﹤0.01%	121
2015 Q4	$8K	Hold	150	–	–	﹤0.01%	118
2015 Q3	$8K	Hold	150	–	–	﹤0.01%	127
2015 Q2	$10K	Hold	150	–	–	﹤0.01%	152
2015 Q1	$10K	Buy	+150	New	+$9.91K	﹤0.01%	142

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Taylor Wealth Management Partners's TT Position: Q1 2017 in Review

Taylor Wealth Management Partners sold out of Trane Technologies (TT) in Q1 2017, closing a stake of 150 shares — an estimated $11K sold.

Taylor Wealth Management Partners first reported a position in TT in Q1 2015 and held it in 8 quarters. The position peaked at $11K in Q4 2016. 663 funds tracked by Wall St. Rank hold TT as of Q1 2017.

Taylor Wealth Management Partners reported no remaining Trane Technologies position as of Q1 2017 after selling out during the quarter.
Taylor Wealth Management Partners sold 150 Trane Technologies shares in Q1 2017, an estimated $11K.
Taylor Wealth Management Partners first reported a position in Trane Technologies in Q1 2015 and held it in 8 quarters.
Taylor Wealth Management Partners's Trane Technologies position peaked at $11K in Q4 2016.
663 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2017, filed 24 Apr 2017.