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Wealthfront’s Trane Technologies TT Stock Holding History

Wealthfront’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 		$647K Buy
6,321
+114
+2% +$11.1K 0.01% 342
2018
Q2 		$557K Buy
6,207
+619
+11% +$54.3K 0.01% 354
2018
Q1 		$478K Sell
5,588
-213
-4% -$19.1K ﹤0.01% 382
2017
Q4 		$517K Sell
5,801
-154
-3% -$13.6K 0.01% 352
2017
Q3 		$531K Sell
5,955
-205
-3% -$18.1K 0.01% 313
2017
Q2 		$563K Buy
6,160
+633
+11% +$55.5K 0.01% 250
2017
Q1 		$449K Buy
5,527
+536
+11% +$42.5K 0.01% 242
2016
Q4 		$375K Buy
4,991
+873
+21% +$63K 0.01% 252
2016
Q3 		$280K Buy
4,118
+44
+1% +$2.93K 0.01% 287
2016
Q2 		$259K Buy
4,074
+637
+19% +$41K 0.01% 291
2016
Q1 		$213K Buy
+3,437
New +$187K 0.01% 304
2015
Q4 		– Sell
-1,303
Closed -$66K – 997
2015
Q3 		$66K Sell
1,303
-729
-36% -$43.6K ﹤0.01% 480
2015
Q2 		$137K Buy
2,032
+521
+34% +$35.7K 0.01% 341
2015
Q1 		$103K Buy
1,511
+325
+27% +$21.5K 0.01% 377
2014
Q4 		$75K Buy
1,186
+588
+98% +$35.9K ﹤0.01% 406
2014
Q3 		$34K Sell
598
-88
-13% -$5.33K ﹤0.01% 473
2014
Q2 		$43K Buy
686
+439
+178% +$26.1K ﹤0.01% 398
2014
Q1 		$14K Buy
+247
New +$14.7K ﹤0.01% 477

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront's TT Position: Q3 2018 in Review

Wealthfront increased its Trane Technologies (TT) stake by 1.8% in Q3 2018, buying an estimated $11.1K and bringing the position to 6,321 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #342.

Wealthfront first reported a position in TT in Q1 2014 and has held it in 18 quarters since. 791 funds tracked by Wall St. Rank hold TT as of Q3 2018.

  • Wealthfront held 6,321 shares of Trane Technologies worth $647K as of Q3 2018.
  • Wealthfront bought 114 Trane Technologies shares in Q3 2018, an estimated $11.1K.
  • Trane Technologies made up 0.01% of Wealthfront's portfolio in Q3 2018, its #342 holding.
  • Wealthfront first reported a position in Trane Technologies in Q1 2014 and has held it in 18 quarters since.
  • 791 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.