Acorn Wealth Advisors’s Travelers Companies TRV Stock Holding History

Acorn Wealth Advisors’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-187	Closed	-$23K	–	413
2018 Q2	$23K	Buy	187 +1	+0.5%	+$131	0.02%	373
2018 Q1	$25K	Buy	186 +1	+0.5%	+$140	0.02%	363
2017 Q4	$24K	Buy	+185	New	+$24.4K	0.02%	355

Other funds holding TRV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acorn Wealth Advisors's TRV Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Travelers Companies (TRV) in Q3 2018, closing a stake of 187 shares — an estimated $23K sold.

Acorn Wealth Advisors first reported a position in TRV in Q4 2017 and held it in 3 quarters. The position peaked at $25K in Q1 2018. 1,073 funds tracked by Wall St. Rank hold TRV as of Q3 2018.

Acorn Wealth Advisors reported no remaining Travelers Companies position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 187 Travelers Companies shares in Q3 2018, an estimated $23K.
Acorn Wealth Advisors first reported a position in Travelers Companies in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Travelers Companies position peaked at $25K in Q1 2018.
1,073 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.