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WESPAC Advisors SoCal’s Trane Technologies TT Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-150
Closed -$16K – 284
2019
Q1 		$16K Hold
150
– – 0.01% 193
2018
Q4 		$13K Buy
+150
New +$14.7K 0.01% 221

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WESPAC Advisors SoCal's TT Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Trane Technologies (TT) in Q2 2019, closing a stake of 150 shares — an estimated $16K sold.

WESPAC Advisors SoCal first reported a position in TT in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2019. 842 funds tracked by Wall St. Rank hold TT as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Trane Technologies position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 150 Trane Technologies shares in Q2 2019, an estimated $16K.
  • WESPAC Advisors SoCal first reported a position in Trane Technologies in Q4 2018 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Trane Technologies position peaked at $16K in Q1 2019.
  • 842 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.