Sharkey, Howes & Javer’s Travelers Companies TRV Stock Holding History

Sharkey, Howes & Javer’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	-8	Closed	-$1K	–	161
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	191
2019 Q1	$1K	Buy	+8	New	+$1.02K	﹤0.01%	195
2015 Q2	–	Sell	-25	Closed	-$3K	–	254
2015 Q1	$3K	Buy	+25	New	+$2.67K	﹤0.01%	201

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sharkey, Howes & Javer's TRV Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Travelers Companies (TRV) in Q3 2019, closing a stake of 8 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in TRV in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q1 2015. 1,144 funds tracked by Wall St. Rank hold TRV as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Travelers Companies position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 8 Travelers Companies shares in Q3 2019, an estimated $1K.
Sharkey, Howes & Javer first reported a position in Travelers Companies in Q1 2015 and held it in 3 quarters.
Sharkey, Howes & Javer's Travelers Companies position peaked at $3K in Q1 2015.
1,144 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.