Sumit Capital’s Travelers Companies TRV Stock Holding History

Sumit Capital’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	-2,215	Closed	-$214K	–	48
2015 Q2	$214K	Buy	+2,215	New	+$227K	1.29%	47

Other funds holding TRV

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Sumit Capital's TRV Position: Q3 2015 in Review

Sumit Capital sold out of Travelers Companies (TRV) in Q3 2015, closing a stake of 2,215 shares — an estimated $214K sold.

Sumit Capital first reported a position in TRV in Q2 2015 and held it in 1 quarter. The position peaked at $214K in Q2 2015. 914 funds tracked by Wall St. Rank hold TRV as of Q3 2015.

Sumit Capital reported no remaining Travelers Companies position as of Q3 2015 after selling out during the quarter.
Sumit Capital sold 2,215 Travelers Companies shares in Q3 2015, an estimated $214K.
Sumit Capital first reported a position in Travelers Companies in Q2 2015 and held it in 1 quarter.
Sumit Capital's Travelers Companies position peaked at $214K in Q2 2015.
914 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2015.

Based on Sumit Capital's 13F filing for Q3 2015.