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WealthBridge Capital Management’s Travelers Companies TRV Stock Holding History

WealthBridge Capital Management’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
Q2 		– Sell
-275
Closed -$39K – 807
2019
Q1 		$39K Hold
275
– – 0.02% 328
2018
Q4 		$33K Buy
+275
New +$34.4K 0.03% 321

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WealthBridge Capital Management's TRV Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Travelers Companies (TRV) in Q2 2019, closing a stake of 275 shares — an estimated $39K sold.

WealthBridge Capital Management first reported a position in TRV in Q4 2018 and held it in 2 quarters. The position peaked at $39K in Q1 2019. 1,130 funds tracked by Wall St. Rank hold TRV as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Travelers Companies position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 275 Travelers Companies shares in Q2 2019, an estimated $39K.
  • WealthBridge Capital Management first reported a position in Travelers Companies in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Travelers Companies position peaked at $39K in Q1 2019.
  • 1,130 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.