MBE Wealth Management’s Travelers Companies TRV Stock Holding History

MBE 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
2020 Q2	–	Sell	-71	Closed	-$7K	–	469
2020 Q1	$7K	Buy	+71	New	+$8.83K	0.01%	340

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MBE Wealth Management's TRV Position: Q2 2020 in Review

MBE Wealth Management sold out of Travelers Companies (TRV) in Q2 2020, closing a stake of 71 shares — an estimated $7K sold.

MBE Wealth Management first reported a position in TRV in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 1,032 funds tracked by Wall St. Rank hold TRV as of Q2 2020.

MBE Wealth Management reported no remaining Travelers Companies position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 71 Travelers Companies shares in Q2 2020, an estimated $7K.
MBE Wealth Management first reported a position in Travelers Companies in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Travelers Companies position peaked at $7K in Q1 2020.
1,032 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.