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Keystone Financial Planning’s Travelers Companies TRV Stock Holding History

Keystone Financial Planning’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
Q1 		– Sell
-8
Closed -$1K – 82
2013
Q4 		$1K Buy
+8
New +$699 ﹤0.01% 93

Other funds holding TRV

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Keystone Financial Planning's TRV Position: Q1 2014 in Review

Keystone Financial Planning sold out of Travelers Companies (TRV) in Q1 2014, closing a stake of 8 shares — an estimated $1K sold.

Keystone Financial Planning first reported a position in TRV in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 842 funds tracked by Wall St. Rank hold TRV as of Q1 2014.

  • Keystone Financial Planning reported no remaining Travelers Companies position as of Q1 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 8 Travelers Companies shares in Q1 2014, an estimated $1K.
  • Keystone Financial Planning first reported a position in Travelers Companies in Q4 2013 and held it in 1 quarter.
  • Keystone Financial Planning's Travelers Companies position peaked at $1K in Q4 2013.
  • 842 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.