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WCM
Wealthcare Capital Management’s
Travelers Companies
TRV
Stock Holding History
Wealthcare Capital Management’s Portfolio
TRV Stock Details
TRV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-41
Closed
-$6K
–
619
2021
Q1
$6K
Buy
+41
New
+$6.03K
﹤0.01%
361
2020
Q1
–
Sell
-23
Closed
-$3K
–
611
2019
Q4
$3K
Buy
+23
New
+$3.13K
﹤0.01%
371
2018
Q3
–
Sell
-24
Closed
-$3K
–
207
2018
Q2
$3K
Hold
24
–
–
﹤0.01%
172
2018
Q1
$3K
Hold
24
–
–
﹤0.01%
174
2017
Q4
$3K
Hold
24
–
–
﹤0.01%
184
2017
Q3
$3K
Hold
24
–
–
﹤0.01%
157
2017
Q2
$3K
Hold
24
–
–
﹤0.01%
151
2017
Q1
$3K
Hold
24
–
–
﹤0.01%
155
2016
Q4
$3K
Hold
24
–
–
﹤0.01%
155
2016
Q3
$3K
Hold
24
–
–
﹤0.01%
163
2016
Q2
$3K
Hold
24
–
–
﹤0.01%
159
2016
Q1
$3K
Hold
24
–
–
﹤0.01%
169
2015
Q4
$3K
Hold
24
–
–
﹤0.01%
181
2015
Q3
$2K
Hold
24
–
–
﹤0.01%
216
2015
Q2
$2K
Sell
24
-30
-56%
-$3.07K
﹤0.01%
338
2015
Q1
$6K
Buy
54
+30
+125%
+$3.2K
﹤0.01%
606
2014
Q4
$3K
Buy
+24
New
+$2.42K
﹤0.01%
161
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1-Year Est. Return
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$59B AUM
32.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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