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Buffington Mohr McNeal’s Travelers Companies TRV Stock Holding History

Buffington Mohr McNeal’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
2019
Q2 		– Sell
-207
Closed -$28K – 307
2019
Q1 		$28K Buy
+207
New +$26.5K 0.01% 220

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Buffington Mohr McNeal's TRV Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of Travelers Companies (TRV) in Q2 2019, closing a stake of 207 shares — an estimated $28K sold.

Buffington Mohr McNeal first reported a position in TRV in Q1 2019 and held it in 1 quarter. The position peaked at $28K in Q1 2019. 1,130 funds tracked by Wall St. Rank hold TRV as of Q2 2019.

  • Buffington Mohr McNeal reported no remaining Travelers Companies position as of Q2 2019 after selling out during the quarter.
  • Buffington Mohr McNeal sold 207 Travelers Companies shares in Q2 2019, an estimated $28K.
  • Buffington Mohr McNeal first reported a position in Travelers Companies in Q1 2019 and held it in 1 quarter.
  • Buffington Mohr McNeal's Travelers Companies position peaked at $28K in Q1 2019.
  • 1,130 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.