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Lehman Financial Resources’s Travelers Companies TRV Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-100
Closed -$9K – 322
2015
Q3 		$9K Hold
100
– – ﹤0.01% 321
2015
Q2 		$9K Hold
100
– – ﹤0.01% 325
2015
Q1 		$11K Buy
+100
New +$10.7K 0.01% 311

Other funds holding TRV

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Massachusetts Financial Services
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lehman Financial Resources's TRV Position: Q4 2015 in Review

Lehman Financial Resources sold out of Travelers Companies (TRV) in Q4 2015, closing a stake of 100 shares — an estimated $9K sold.

Lehman Financial Resources first reported a position in TRV in Q1 2015 and held it in 3 quarters. The position peaked at $11K in Q1 2015. 952 funds tracked by Wall St. Rank hold TRV as of Q4 2015.

  • Lehman Financial Resources reported no remaining Travelers Companies position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 100 Travelers Companies shares in Q4 2015, an estimated $9K.
  • Lehman Financial Resources first reported a position in Travelers Companies in Q1 2015 and held it in 3 quarters.
  • Lehman Financial Resources's Travelers Companies position peaked at $11K in Q1 2015.
  • 952 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.