JOYN Advisors’s Travelers Companies TRV Stock Holding History

JOYN 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 Q3	–	Sell	-1,060	Closed	-$130K	–	1885
2018 Q2	$130K	Buy	1,060 +426	+67%	+$55.8K	0.03%	178
2018 Q1	$88K	Buy	+634	New	+$88.6K	0.02%	315

Other funds holding TRV

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

BlackRock New York $5.72T AUM 30.48% 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

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

ClearBridge Investments New York $115B AUM 24.78% 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

JOYN Advisors's TRV Position: Q3 2018 in Review

JOYN Advisors sold out of Travelers Companies (TRV) in Q3 2018, closing a stake of 1,060 shares — an estimated $130K sold.

JOYN Advisors first reported a position in TRV in Q1 2018 and held it in 2 quarters. The position peaked at $130K in Q2 2018. 1,073 funds tracked by Wall St. Rank hold TRV as of Q3 2018.

JOYN Advisors reported no remaining Travelers Companies position as of Q3 2018 after selling out during the quarter.
JOYN Advisors sold 1,060 Travelers Companies shares in Q3 2018, an estimated $130K.
JOYN Advisors first reported a position in Travelers Companies in Q1 2018 and held it in 2 quarters.
JOYN Advisors's Travelers Companies position peaked at $130K in Q2 2018.
1,073 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.