Gary Goldberg Planning Services’s Travelers Companies TRV Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$32K	Hold	300	–	–	0.01%	263
2014 Q3	$28K	Sell	300 -4	-1%	-$373	0.01%	292
2014 Q2	$29K	Buy	304 +4	+1%	+$365	0.01%	274
2014 Q1	$26K	Hold	300	–	–	0.01%	261
2013 Q4	$27K	Hold	300	–	–	0.02%	239
2013 Q3	$25K	Buy	+300	New	+$24.8K	0.02%	240

Other funds holding TRV

LTI

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Gary Goldberg Planning Services's TRV Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Travelers Companies (TRV) position steady in Q4 2014 at 300 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #263.

Gary Goldberg Planning Services first reported a position in TRV in Q3 2013 and has held it in 6 quarters since. 928 funds tracked by Wall St. Rank hold TRV as of Q4 2014.

Gary Goldberg Planning Services held 300 shares of Travelers Companies worth $32K as of Q4 2014.
Gary Goldberg Planning Services left its Travelers Companies share count unchanged in Q4 2014.
Travelers Companies made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #263 holding.
Gary Goldberg Planning Services first reported a position in Travelers Companies in Q3 2013 and has held it in 6 quarters since.
928 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.