Cypress Wealth Advisors’s Travelers Companies TRV Stock Holding History

Cypress Wealth 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
2017 Q3	–	Sell	-1,761	Closed	-$223K	–	73
2017 Q2	$223K	Sell	1,761 -2,823	-62%	-$347K	0.26%	71
2017 Q1	$553K	Buy	4,584 +101	+2%	+$12.1K	0.25%	90
2016 Q4	$549K	Buy	4,483 +66	+1%	+$7.54K	0.25%	85
2016 Q3	$506K	Buy	4,417 +44	+1%	+$5.15K	0.23%	95
2016 Q2	$521K	Hold	4,373	–	–	0.26%	89
2016 Q1	$510K	Buy	4,373 +11	+0.3%	+$1.2K	0.23%	92
2015 Q4	$492K	Hold	4,362	–	–	0.25%	91
2015 Q3	$434K	Buy	4,362 +1,654	+61%	+$169K	0.23%	101
2015 Q2	$262K	Buy	+2,708	New	+$277K	0.15%	120

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cypress Wealth Advisors's TRV Position: Q3 2017 in Review

Cypress Wealth Advisors sold out of Travelers Companies (TRV) in Q3 2017, closing a stake of 1,761 shares — an estimated $223K sold.

Cypress Wealth Advisors first reported a position in TRV in Q2 2015 and held it in 9 quarters. The position peaked at $553K in Q1 2017. 1,007 funds tracked by Wall St. Rank hold TRV as of Q3 2017.

Cypress Wealth Advisors reported no remaining Travelers Companies position as of Q3 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 1,761 Travelers Companies shares in Q3 2017, an estimated $223K.
Cypress Wealth Advisors first reported a position in Travelers Companies in Q2 2015 and held it in 9 quarters.
Cypress Wealth Advisors's Travelers Companies position peaked at $553K in Q1 2017.
1,007 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2017.

Based on Cypress Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.