Lake Point Wealth Management’s Travelers Companies TRV Stock Holding History

Lake Point Wealth Management’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	-96	Closed	-$11K	–	854
2018 Q4	$11K	Buy	+96	New	+$12K	﹤0.01%	444

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

Lake Point Wealth Management's TRV Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Travelers Companies (TRV) in Q1 2019, closing a stake of 96 shares — an estimated $11K sold.

Lake Point Wealth Management first reported a position in TRV in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 1,111 funds tracked by Wall St. Rank hold TRV as of Q1 2019.

Lake Point Wealth Management reported no remaining Travelers Companies position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 96 Travelers Companies shares in Q1 2019, an estimated $11K.
Lake Point Wealth Management first reported a position in Travelers Companies in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's Travelers Companies position peaked at $11K in Q4 2018.
1,111 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.