FAN
TRV icon

Financial Advisors Network’s Travelers Companies TRV Stock Holding History

Financial Advisors Network’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
Q1 		– Sell
-492
Closed -$57.8K – 423
2016
Q4 		$57.8K Buy
+492
New +$56.2K 0.05% 126

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advisors Network's TRV Position: Q1 2017 in Review

Financial Advisors Network sold out of Travelers Companies (TRV) in Q1 2017, closing a stake of 492 shares — an estimated $57.8K sold.

Financial Advisors Network first reported a position in TRV in Q4 2016 and held it in 1 quarter. The position peaked at $57.8K in Q4 2016. 1,008 funds tracked by Wall St. Rank hold TRV as of Q1 2017.

  • Financial Advisors Network reported no remaining Travelers Companies position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 492 Travelers Companies shares in Q1 2017, an estimated $57.8K.
  • Financial Advisors Network first reported a position in Travelers Companies in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's Travelers Companies position peaked at $57.8K in Q4 2016.
  • 1,008 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.