Pacific Center for Financial Services’s Travelers Companies TRV Stock Holding History

Pacific Center for Financial Services’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 Q4	–	Sell	-9	Closed	-$1K	–	341
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	300
2020 Q2	$1K	Hold	9	–	–	﹤0.01%	293
2020 Q1	$1K	Hold	9	–	–	﹤0.01%	284
2019 Q4	$1K	Hold	9	–	–	﹤0.01%	301
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	311
2019 Q2	$1K	Hold	9	–	–	﹤0.01%	307
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	303
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	312
2018 Q3	$1K	Hold	9	–	–	﹤0.01%	307
2018 Q2	$1K	Hold	9	–	–	﹤0.01%	293
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	289
2017 Q4	$1K	Hold	9	–	–	﹤0.01%	292
2017 Q3	$1K	Hold	9	–	–	﹤0.01%	300
2017 Q2	$1K	Hold	9	–	–	﹤0.01%	288
2017 Q1	$1K	Hold	9	–	–	﹤0.01%	287
2016 Q4	$1K	Buy	+9	New	+$1.03K	﹤0.01%	300

Other funds holding TRV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Pacific Center for Financial Services's TRV Position: Q4 2020 in Review

Pacific Center for Financial Services sold out of Travelers Companies (TRV) in Q4 2020, closing a stake of 9 shares — an estimated $1K sold.

Pacific Center for Financial Services first reported a position in TRV in Q4 2016 and held it in 16 quarters. The position peaked at $1K in Q3 2020. 1,121 funds tracked by Wall St. Rank hold TRV as of Q4 2020.

Pacific Center for Financial Services reported no remaining Travelers Companies position as of Q4 2020 after selling out during the quarter.
Pacific Center for Financial Services sold 9 Travelers Companies shares in Q4 2020, an estimated $1K.
Pacific Center for Financial Services first reported a position in Travelers Companies in Q4 2016 and held it in 16 quarters.
Pacific Center for Financial Services's Travelers Companies position peaked at $1K in Q3 2020.
1,121 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2020.

Based on Pacific Center for Financial Services's 13F filing for Q4 2020, filed 18 Feb 2021.