Camarda Financial Advisors’s Travelers Companies TRV Stock Holding History

Camarda Financial 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
2019 Q3	–	Sell	-26	Closed	-$4K	–	425
2019 Q2	$4K	Buy	+26	New	+$3.75K	0.01%	234
2015 Q3	–	Sell	-15,912	Closed	-$1.54M	–	207
2015 Q2	$1.54M	Sell	15,912 -3,095	-16%	-$317K	0.86%	35
2015 Q1	$2.06M	Buy	+19,007	New	+$2.03M	1.14%	26

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Camarda Financial Advisors's TRV Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Travelers Companies (TRV) in Q3 2019, closing a stake of 26 shares — an estimated $4K sold.

Camarda Financial Advisors first reported a position in TRV in Q1 2015 and held it in 3 quarters. The position peaked at $2.06M in Q1 2015. 1,144 funds tracked by Wall St. Rank hold TRV as of Q3 2019.

Camarda Financial Advisors reported no remaining Travelers Companies position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 26 Travelers Companies shares in Q3 2019, an estimated $4K.
Camarda Financial Advisors first reported a position in Travelers Companies in Q1 2015 and held it in 3 quarters.
Camarda Financial Advisors's Travelers Companies position peaked at $2.06M in Q1 2015.
1,144 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.