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Advisors Asset Management’s Willis Towers Watson WTW Stock Holding History

Advisors Asset Management’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
2019
Q1 		– Sell
-668
Closed -$101K – 1616
2018
Q4 		$101K Sell
668
-116
-15% -$17.4K ﹤0.01% 1341
2018
Q3 		$110K Sell
784
-9
-1% -$1.36K ﹤0.01% 1346
2018
Q2 		$120K Sell
793
-52
-6% -$7.92K ﹤0.01% 1326
2018
Q1 		$133K Sell
845
-27
-3% -$4.24K ﹤0.01% 1288
2017
Q4 		$131K Sell
872
-19
-2% -$3K ﹤0.01% 1310
2017
Q3 		$137K Sell
891
-18
-2% -$2.69K ﹤0.01% 1298
2017
Q2 		$132K Buy
909
+396
+77% +$55.3K ﹤0.01% 1338
2017
Q1 		$67K Buy
513
+13
+3% +$1.65K ﹤0.01% 1415
2016
Q4 		$61K Sell
500
-721
-59% -$89.9K ﹤0.01% 1653
2016
Q3 		$162K Sell
1,221
-111
-8% -$13.8K ﹤0.01% 1398
2016
Q2 		$166K Buy
1,332
+462
+53% +$57K ﹤0.01% 1391
2016
Q1 		$103K Buy
+870
New +$100K ﹤0.01% 1449

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Advisors Asset Management's WTW Position: Q1 2019 in Review

Advisors Asset Management sold out of Willis Towers Watson (WTW) in Q1 2019, closing a stake of 668 shares — an estimated $101K sold.

Advisors Asset Management first reported a position in WTW in Q1 2016 and held it in 12 quarters. The position peaked at $166K in Q2 2016. 469 funds tracked by Wall St. Rank hold WTW as of Q1 2019.

  • Advisors Asset Management reported no remaining Willis Towers Watson position as of Q1 2019 after selling out during the quarter.
  • Advisors Asset Management sold 668 Willis Towers Watson shares in Q1 2019, an estimated $101K.
  • Advisors Asset Management first reported a position in Willis Towers Watson in Q1 2016 and held it in 12 quarters.
  • Advisors Asset Management's Willis Towers Watson position peaked at $166K in Q2 2016.
  • 469 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2019.

Based on Advisors Asset Management's 13F filing for Q1 2019, filed 15 May 2019.