WealthOne’s Travelers Companies TRV Stock Holding History

WealthOne’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	–	Sell	-29	Closed	-$3K	–	503
2018 Q4	$3K	Buy	+29	New	+$3.63K	﹤0.01%	539

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthOne's TRV Position: Q1 2019 in Review

WealthOne sold out of Travelers Companies (TRV) in Q1 2019, closing a stake of 29 shares — an estimated $3K sold.

WealthOne first reported a position in TRV in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 1,111 funds tracked by Wall St. Rank hold TRV as of Q1 2019.

WealthOne reported no remaining Travelers Companies position as of Q1 2019 after selling out during the quarter.
WealthOne sold 29 Travelers Companies shares in Q1 2019, an estimated $3K.
WealthOne first reported a position in Travelers Companies in Q4 2018 and held it in 1 quarter.
WealthOne's Travelers Companies position peaked at $3K in Q4 2018.
1,111 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.