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Peachtree Investment Advisors’s Travelers Companies TRV Stock Holding History

Peachtree Investment Advisors’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
2015
Q3 		– Sell
-240
Closed -$23K – 241
2015
Q2 		$23K Hold
240
– – 0.02% 225
2015
Q1 		$26K Hold
240
– – 0.02% 230
2014
Q4 		$25K Hold
240
– – 0.02% 248
2014
Q3 		$23K Buy
+240
New +$22.4K 0.02% 259

Other funds holding TRV

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peachtree Investment Advisors's TRV Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Travelers Companies (TRV) in Q3 2015, closing a stake of 240 shares — an estimated $23K sold.

Peachtree Investment Advisors first reported a position in TRV in Q3 2014 and held it in 4 quarters. The position peaked at $26K in Q1 2015. 915 funds tracked by Wall St. Rank hold TRV as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Travelers Companies position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 240 Travelers Companies shares in Q3 2015, an estimated $23K.
  • Peachtree Investment Advisors first reported a position in Travelers Companies in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Travelers Companies position peaked at $26K in Q1 2015.
  • 915 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.