MPPLM
TRV icon

Midwest Professional Planners Ltd (MPPL)’s Travelers Companies TRV Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 		– Sell
-86
Closed -$11K – 272
2018
Q2 		$11K Hold
86
– – 0.01% 230
2018
Q1 		$12K Hold
86
– – 0.01% 219
2017
Q4 		$12K Buy
+86
New +$11.3K 0.01% 230

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s TRV Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Travelers Companies (TRV) in Q3 2018, closing a stake of 86 shares — an estimated $11K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in TRV in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q1 2018. 1,073 funds tracked by Wall St. Rank hold TRV as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Travelers Companies position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 86 Travelers Companies shares in Q3 2018, an estimated $11K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Travelers Companies in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Travelers Companies position peaked at $12K in Q1 2018.
  • 1,073 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.