Guidant Wealth Advisors’s Travelers Companies TRV Stock Holding History

Guidant 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
2019 Q1	–	Sell	-86	Closed	-$10K	–	293
2018 Q4	$10K	Sell	86 -113	-57%	-$14.1K	﹤0.01%	199
2018 Q3	$25K	Hold	199	–	–	0.01%	109
2018 Q2	$24K	Hold	199	–	–	0.01%	105
2018 Q1	$26K	Hold	199	–	–	0.01%	101
2017 Q4	$26K	Hold	199	–	–	0.01%	103
2017 Q3	$24K	Hold	199	–	–	0.02%	104
2017 Q2	$25K	Buy	199 +113	+131%	+$13.9K	0.01%	141
2017 Q1	$10K	Hold	86	–	–	0.01%	174
2016 Q4	$10K	Sell	86 -1	-1%	-$114	0.01%	165
2016 Q3	$10K	Buy	+87	New	+$10.2K	0.01%	163

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Guidant Wealth Advisors's TRV Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of Travelers Companies (TRV) in Q1 2019, closing a stake of 86 shares — an estimated $10K sold.

Guidant Wealth Advisors first reported a position in TRV in Q3 2016 and held it in 10 quarters. The position peaked at $26K in Q1 2018. 1,110 funds tracked by Wall St. Rank hold TRV as of Q1 2019.

Guidant Wealth Advisors reported no remaining Travelers Companies position as of Q1 2019 after selling out during the quarter.
Guidant Wealth Advisors sold 86 Travelers Companies shares in Q1 2019, an estimated $10K.
Guidant Wealth Advisors first reported a position in Travelers Companies in Q3 2016 and held it in 10 quarters.
Guidant Wealth Advisors's Travelers Companies position peaked at $26K in Q1 2018.
1,110 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.