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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return