1919 Investment Counsel
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1919 Investment Counsel’s Willis Towers Watson WTW Stock Holding History

1919 Investment Counsel’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-302
Closed -$35K – 1028
2013
Q3 		$35K Hold
302
– – ﹤0.01% 728
2013
Q2 		$33K Buy
+302
New +$32K ﹤0.01% 724

Other funds holding WTW

ValueAct Holdings
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

1919 Investment Counsel's WTW Position: Q4 2013 in Review

1919 Investment Counsel sold out of Willis Towers Watson (WTW) in Q4 2013, closing a stake of 302 shares — an estimated $35K sold.

1919 Investment Counsel first reported a position in WTW in Q2 2013 and held it in 2 quarters. The position peaked at $35K in Q3 2013. 253 funds tracked by Wall St. Rank hold WTW as of Q4 2013.

  • 1919 Investment Counsel reported no remaining Willis Towers Watson position as of Q4 2013 after selling out during the quarter.
  • 1919 Investment Counsel sold 302 Willis Towers Watson shares in Q4 2013, an estimated $35K.
  • 1919 Investment Counsel first reported a position in Willis Towers Watson in Q2 2013 and held it in 2 quarters.
  • 1919 Investment Counsel's Willis Towers Watson position peaked at $35K in Q3 2013.
  • 253 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2013.

Based on 1919 Investment Counsel's 13F filing for Q4 2013, filed 14 Feb 2014.