Mariner Wealth Advisors (Cincinnati)’s Travelers Companies TRV Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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	$217K	Sell	1,676 -534	-24%	-$68.9K	0.01%	275
2018 Q2	$270K	Buy	2,210 +504	+30%	+$66K	0.02%	257
2018 Q1	$237K	Sell	1,706 -224	-12%	-$31.3K	0.01%	256
2017 Q4	$262K	Sell	1,930 -819	-30%	-$108K	0.02%	243
2017 Q3	$337K	Buy	2,749 +254	+10%	+$31.7K	0.02%	207
2017 Q2	$316K	Buy	2,495 +719	+40%	+$88.5K	0.02%	211
2017 Q1	$214K	Sell	1,776 -208	-10%	-$25K	0.02%	239
2016 Q4	$243K	Buy	+1,984	New	+$227K	0.02%	220

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

Mariner Wealth Advisors (Cincinnati)'s TRV Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Travelers Companies (TRV) stake by 24% in Q3 2018, selling an estimated $68.9K and leaving 1,676 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #275.

Mariner Wealth Advisors (Cincinnati) first reported a position in TRV in Q4 2016 and has held it in 8 quarters since. The position peaked at $337K in Q3 2017. 1,073 funds tracked by Wall St. Rank hold TRV as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 1,676 shares of Travelers Companies worth $217K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 534 Travelers Companies shares in Q3 2018, an estimated $68.9K.
Travelers Companies made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #275 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Travelers Companies in Q4 2016 and has held it in 8 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Travelers Companies position peaked at $337K in Q3 2017.
1,073 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.