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Wunderlich Capital Managemnt’s Trane Technologies TT Stock Holding History

Wunderlich Capital Managemnt’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
-857
Closed -$114K – 87
2019
Q4 		$114K Buy
+857
New +$109K 0.07% 86
2018
Q3 		– Sell
-17,084
Closed -$1.53M – 92
2018
Q2 		$1.53M Buy
17,084
+247
+1% +$21.7K 1.07% 56
2018
Q1 		$1.44M Buy
16,837
+59
+0.4% +$5.29K 0.99% 56
2017
Q4 		$1.5M Buy
16,778
+248
+2% +$21.9K 1.04% 51
2017
Q3 		$1.47M Buy
16,530
+54
+0.3% +$4.78K 1.1% 48
2017
Q2 		$1.51M Sell
16,476
-568
-3% -$49.8K 1.13% 41
2017
Q1 		$1.39M Sell
17,044
-4,891
-22% -$388K 1.08% 50
2016
Q4 		$1.65M Sell
21,935
-742
-3% -$53.5K 1.34% 26
2016
Q3 		$1.54M Buy
22,677
+357
+2% +$23.8K 1.23% 30
2016
Q2 		$1.42M Buy
22,320
+213
+1% +$13.7K 1.2% 38
2016
Q1 		$1.37M Buy
22,107
+676
+3% +$36.9K 1.18% 39
2015
Q4 		$1.19M Buy
+21,431
New +$1.21M 1.02% 57

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

Wunderlich Capital Managemnt's TT Position: Q1 2020 in Review

Wunderlich Capital Managemnt sold out of Trane Technologies (TT) in Q1 2020, closing a stake of 857 shares — an estimated $114K sold.

Wunderlich Capital Managemnt first reported a position in TT in Q4 2015 and held it in 12 quarters. The position peaked at $1.65M in Q4 2016. 765 funds tracked by Wall St. Rank hold TT as of Q1 2020.

  • Wunderlich Capital Managemnt reported no remaining Trane Technologies position as of Q1 2020 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 857 Trane Technologies shares in Q1 2020, an estimated $114K.
  • Wunderlich Capital Managemnt first reported a position in Trane Technologies in Q4 2015 and held it in 12 quarters.
  • Wunderlich Capital Managemnt's Trane Technologies position peaked at $1.65M in Q4 2016.
  • 765 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2020.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2020, filed 14 May 2020.