Apriem Advisors’s Travelers Companies TRV Stock Holding History

Apriem 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	-342	Closed	-$42K	–	361
2018 Q2	$42K	Buy	+342	New	+$44.8K	0.01%	258
2017 Q2	–	Sell	-371	Closed	-$45K	–	503
2017 Q1	$45K	Hold	371	–	–	0.01%	246
2016 Q4	$45K	Buy	371 +29	+8%	+$3.31K	0.01%	243
2016 Q3	$39K	Buy	342 +77	+29%	+$9.02K	0.01%	249
2016 Q2	$32K	Buy	+265	New	+$30K	0.01%	280

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

Apriem Advisors's TRV Position: Q3 2018 in Review

Apriem Advisors sold out of Travelers Companies (TRV) in Q3 2018, closing a stake of 342 shares — an estimated $42K sold.

Apriem Advisors first reported a position in TRV in Q2 2016 and held it in 5 quarters. The position peaked at $45K in Q1 2017. 1,073 funds tracked by Wall St. Rank hold TRV as of Q3 2018.

Apriem Advisors reported no remaining Travelers Companies position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 342 Travelers Companies shares in Q3 2018, an estimated $42K.
Apriem Advisors first reported a position in Travelers Companies in Q2 2016 and held it in 5 quarters.
Apriem Advisors's Travelers Companies position peaked at $45K in Q1 2017.
1,073 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.