MWC
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MKD Wealth Coaches’s Travelers Companies TRV Stock Holding History

MKD Wealth Coaches’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
Q3 		– Sell
-726
Closed -$16K – 187
2019
Q2 		$16K Buy
726
+626
+626% +$90.3K 0.01% 136
2019
Q1 		$14K Hold
100
– – 0.01% 132
2018
Q4 		$12K Buy
+100
New +$12.5K 0.01% 125

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

MKD Wealth Coaches's TRV Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Travelers Companies (TRV) in Q3 2019, closing a stake of 726 shares — an estimated $16K sold.

MKD Wealth Coaches first reported a position in TRV in Q4 2018 and held it in 3 quarters. The position peaked at $16K in Q2 2019. 1,143 funds tracked by Wall St. Rank hold TRV as of Q3 2019.

  • MKD Wealth Coaches reported no remaining Travelers Companies position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 726 Travelers Companies shares in Q3 2019, an estimated $16K.
  • MKD Wealth Coaches first reported a position in Travelers Companies in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's Travelers Companies position peaked at $16K in Q2 2019.
  • 1,143 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.