Clarfeld Financial Advisors’s Travelers Companies TRV Stock Holding History

Clarfeld 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
2018 Q4	$31K	Buy	+262	New	+$32.8K	0.03%	130

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Clarfeld Financial Advisors's TRV Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Travelers Companies (TRV) in Q4 2018: 262 shares worth $31K. The stake represents 0.03% of the portfolio and ranks #130 among its holdings.

1,111 funds tracked by Wall St. Rank hold TRV as of Q4 2018.

Clarfeld Financial Advisors held 262 shares of Travelers Companies worth $31K as of Q4 2018.
Travelers Companies was a new Clarfeld Financial Advisors position in Q4 2018.
Travelers Companies made up 0.03% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #130 holding.
1,111 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.