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WealthSource Partners’s Trane Technologies TT Stock Holding History

WealthSource 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
2020
Q1 		– Sell
-4,925
Closed -$655K – 429
2019
Q4 		$655K Buy
4,925
+101
+2% +$12.8K 0.09% 183
2019
Q3 		$594K Buy
4,824
+3,063
+174% +$374K 0.09% 210
2019
Q2 		$223K Buy
+1,761
New +$211K 0.04% 400

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthSource Partners's TT Position: Q1 2020 in Review

WealthSource Partners sold out of Trane Technologies (TT) in Q1 2020, closing a stake of 4,925 shares — an estimated $655K sold.

WealthSource Partners first reported a position in TT in Q2 2019 and held it in 3 quarters. The position peaked at $655K in Q4 2019. 764 funds tracked by Wall St. Rank hold TT as of Q1 2020.

  • WealthSource Partners reported no remaining Trane Technologies position as of Q1 2020 after selling out during the quarter.
  • WealthSource Partners sold 4,925 Trane Technologies shares in Q1 2020, an estimated $655K.
  • WealthSource Partners first reported a position in Trane Technologies in Q2 2019 and held it in 3 quarters.
  • WealthSource Partners's Trane Technologies position peaked at $655K in Q4 2019.
  • 764 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2020.

Based on WealthSource Partners's 13F filing for Q1 2020, filed 12 May 2020.