Polaris Wealth Advisory Group’s Travelers Companies TRV Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-95	Closed	-$12K	–	428
2018 Q3	$12K	Buy	95 +85	+850%	+$11K	﹤0.01%	389
2018 Q2	$1K	Sell	10 -75	-88%	-$9.82K	﹤0.01%	245
2018 Q1	$12K	Buy	+85	New	+$11.9K	﹤0.01%	349
2016 Q2	–	Sell	-3,830	Closed	-$447K	–	128
2016 Q1	$447K	Buy	3,830 +525	+16%	+$57.3K	0.07%	72
2015 Q4	$373K	Buy	+3,305	New	+$367K	0.06%	108
2015 Q2	–	Sell	-51,812	Closed	-$5.6M	–	84
2015 Q1	$5.6M	Buy	+51,812	New	+$5.53M	1.02%	24

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Polaris Wealth Advisory Group's TRV Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Travelers Companies (TRV) in Q4 2018, closing a stake of 95 shares — an estimated $12K sold.

Polaris Wealth Advisory Group first reported a position in TRV in Q1 2015 and held it in 6 quarters. The position peaked at $5.6M in Q1 2015. 1,111 funds tracked by Wall St. Rank hold TRV as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Travelers Companies position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 95 Travelers Companies shares in Q4 2018, an estimated $12K.
Polaris Wealth Advisory Group first reported a position in Travelers Companies in Q1 2015 and held it in 6 quarters.
Polaris Wealth Advisory Group's Travelers Companies position peaked at $5.6M in Q1 2015.
1,111 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.