Douglas C. Lane & Associates’s Travelers Companies TRV Stock Holding History

Douglas C. Lane & Associates’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
2015 Q4	$236K	Sell	2,087 -256	-11%	-$28.4K	0.01%	201
2015 Q3	$233K	Buy	+2,343	New	+$240K	0.01%	214

Other funds holding TRV

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

Douglas C. Lane & Associates's TRV Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its Travelers Companies (TRV) stake by 11% in Q4 2015, selling an estimated $28.4K and leaving 2,087 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #201.

Douglas C. Lane & Associates first reported a position in TRV in Q3 2015 and has held it in 2 quarters since. 953 funds tracked by Wall St. Rank hold TRV as of Q4 2015.

Douglas C. Lane & Associates held 2,087 shares of Travelers Companies worth $236K as of Q4 2015.
Douglas C. Lane & Associates sold 256 Travelers Companies shares in Q4 2015, an estimated $28.4K.
Travelers Companies made up 0.01% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #201 holding.
Douglas C. Lane & Associates first reported a position in Travelers Companies in Q3 2015 and has held it in 2 quarters since.
953 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.