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WFG Advisors’s Trane Technologies TT Stock Holding History

WFG 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
2017
Q2 		$23K Buy
250
+46
+23% +$4.04K 0.01% 914
2017
Q1 		$17K Hold
204
– – ﹤0.01% 931
2016
Q4 		$15K Buy
204
+88
+76% +$6.35K ﹤0.01% 1010
2016
Q3 		$8K Hold
116
– – ﹤0.01% 1194
2016
Q2 		$7K Buy
116
+1
+0.9% +$64 ﹤0.01% 1183
2016
Q1 		$7K Buy
115
+4
+4% +$218 ﹤0.01% 1136
2015
Q4 		$6K Buy
111
+1
+0.9% +$56 ﹤0.01% 1193
2015
Q3 		$6K Hold
110
– – ﹤0.01% 1227
2015
Q2 		$7K Buy
110
+1
+0.9% +$68 ﹤0.01% 1278
2015
Q1 		$7K Sell
109
-80
-42% -$5.28K ﹤0.01% 1293
2014
Q4 		$12K Hold
189
– – ﹤0.01% 1398
2014
Q3 		$11K Buy
189
+1
+0.5% +$61 ﹤0.01% 1472
2014
Q2 		$12K Hold
188
– – ﹤0.01% 1434
2014
Q1 		$11K Buy
188
+1
+0.5% +$60 ﹤0.01% 1446
2013
Q4 		$12K Sell
187
-96
-34% -$5.29K ﹤0.01% 1527
2013
Q3 		$15K Buy
283
+49
+21% +$2.4K ﹤0.01% 1382
2013
Q2 		$10K Buy
+234
New +$10.4K ﹤0.01% 1459

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's TT Position: Q2 2017 in Review

WFG Advisors increased its Trane Technologies (TT) stake by 23% in Q2 2017, buying an estimated $4.04K and bringing the position to 250 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #914.

WFG Advisors first reported a position in TT in Q2 2013 and has held it in 17 quarters since. 667 funds tracked by Wall St. Rank hold TT as of Q2 2017.

  • WFG Advisors held 250 shares of Trane Technologies worth $23K as of Q2 2017.
  • WFG Advisors bought 46 Trane Technologies shares in Q2 2017, an estimated $4.04K.
  • Trane Technologies made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #914 holding.
  • WFG Advisors first reported a position in Trane Technologies in Q2 2013 and has held it in 17 quarters since.
  • 667 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.