Aft Forsyth & Sober’s Travelers Companies TRV Stock Holding History

Aft Forsyth & Sober’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
2020 Q1	–	Sell	-525	Closed	-$72K	–	65
2019 Q4	$72K	Buy	+525	New	+$71.5K	0.07%	57

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Aft Forsyth & Sober's TRV Position: Q1 2020 in Review

Aft Forsyth & Sober sold out of Travelers Companies (TRV) in Q1 2020, closing a stake of 525 shares — an estimated $72K sold.

Aft Forsyth & Sober first reported a position in TRV in Q4 2019 and held it in 1 quarter. The position peaked at $72K in Q4 2019. 1,038 funds tracked by Wall St. Rank hold TRV as of Q1 2020.

Aft Forsyth & Sober reported no remaining Travelers Companies position as of Q1 2020 after selling out during the quarter.
Aft Forsyth & Sober sold 525 Travelers Companies shares in Q1 2020, an estimated $72K.
Aft Forsyth & Sober first reported a position in Travelers Companies in Q4 2019 and held it in 1 quarter.
Aft Forsyth & Sober's Travelers Companies position peaked at $72K in Q4 2019.
1,038 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2020.

Based on Aft Forsyth & Sober's 13F filing for Q1 2020, filed 30 Apr 2020.