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Divergent Wealth Advisors’s Travelers Companies TRV Stock Holding History

Divergent 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
2018
Q4 		– Sell
-57
Closed -$7K – 116
2018
Q3 		$7K Hold
57
– – ﹤0.01% 114
2018
Q2 		$7K Hold
57
– – ﹤0.01% 113
2018
Q1 		$8K Buy
+57
New +$7.96K ﹤0.01% 114

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Divergent Wealth Advisors's TRV Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Travelers Companies (TRV) in Q4 2018, closing a stake of 57 shares — an estimated $7K sold.

Divergent Wealth Advisors first reported a position in TRV in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q1 2018. 1,110 funds tracked by Wall St. Rank hold TRV as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Travelers Companies position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 57 Travelers Companies shares in Q4 2018, an estimated $7K.
  • Divergent Wealth Advisors first reported a position in Travelers Companies in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Travelers Companies position peaked at $8K in Q1 2018.
  • 1,110 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.