Ancora Family Wealth Advisors’s Travelers Companies TRV Stock Holding History

Ancora Family 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
2016 Q3	$995K	Sell	8,689 -25	-0.3%	-$2.93K	0.34%	83
2016 Q2	$1.04M	Sell	8,714 -450	-5%	-$50.9K	0.39%	73
2016 Q1	$1.07M	Sell	9,164 -525	-5%	-$57.3K	0.44%	74
2015 Q4	$1.09M	Buy	9,689 +50	+0.5%	+$5.55K	0.47%	66
2015 Q3	$959K	Buy	+9,639	New	+$986K	0.4%	78

Other funds holding TRV

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Ancora Family Wealth Advisors's TRV Position: Q3 2016 in Review

Ancora Family Wealth Advisors reduced its Travelers Companies (TRV) stake by 0.29% in Q3 2016, selling an estimated $2.93K and leaving 8,689 shares worth $995K. The position accounts for 0.34% of the portfolio, ranked #83.

Ancora Family Wealth Advisors first reported a position in TRV in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.09M in Q4 2015. 966 funds tracked by Wall St. Rank hold TRV as of Q3 2016.

Ancora Family Wealth Advisors held 8,689 shares of Travelers Companies worth $995K as of Q3 2016.
Ancora Family Wealth Advisors sold 25 Travelers Companies shares in Q3 2016, an estimated $2.93K.
Travelers Companies made up 0.34% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #83 holding.
Ancora Family Wealth Advisors first reported a position in Travelers Companies in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's Travelers Companies position peaked at $1.09M in Q4 2015.
966 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.