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Sound View Wealth Advisors’s Travelers Companies TRV Stock Holding History

Sound View Wealth 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
2019
Q1 		$349K Sell
2,543
-369
-13% -$47.2K 0.11% 165
2018
Q4 		$349K Buy
+2,912
New +$364K 0.13% 156

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sound View Wealth Advisors's TRV Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Travelers Companies (TRV) stake by 13% in Q1 2019, selling an estimated $47.2K and leaving 2,543 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #165.

Sound View Wealth Advisors first reported a position in TRV in Q4 2018 and has held it in 2 quarters since. 1,110 funds tracked by Wall St. Rank hold TRV as of Q1 2019.

  • Sound View Wealth Advisors held 2,543 shares of Travelers Companies worth $349K as of Q1 2019.
  • Sound View Wealth Advisors sold 369 Travelers Companies shares in Q1 2019, an estimated $47.2K.
  • Travelers Companies made up 0.11% of Sound View Wealth Advisors's portfolio in Q1 2019, its #165 holding.
  • Sound View Wealth Advisors first reported a position in Travelers Companies in Q4 2018 and has held it in 2 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.