Atlas Brown’s Travelers Companies TRV Stock Holding History

Atlas Brown’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 Q1	–	Sell	-1,867	Closed	-$276K	–	144
2017 Q4	$276K	Buy	1,867 +189	+11%	+$24.9K	0.05%	124
2017 Q3	$206K	Buy	+1,678	New	+$210K	0.04%	127

Other funds holding TRV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atlas Brown's TRV Position: Q1 2018 in Review

Atlas Brown sold out of Travelers Companies (TRV) in Q1 2018, closing a stake of 1,867 shares — an estimated $276K sold.

Atlas Brown first reported a position in TRV in Q3 2017 and held it in 2 quarters. The position peaked at $276K in Q4 2017. 1,100 funds tracked by Wall St. Rank hold TRV as of Q1 2018.

Atlas Brown reported no remaining Travelers Companies position as of Q1 2018 after selling out during the quarter.
Atlas Brown sold 1,867 Travelers Companies shares in Q1 2018, an estimated $276K.
Atlas Brown first reported a position in Travelers Companies in Q3 2017 and held it in 2 quarters.
Atlas Brown's Travelers Companies position peaked at $276K in Q4 2017.
1,100 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2018.

Based on Atlas Brown's 13F filing for Q1 2018, filed 17 Apr 2018.