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Ausdal Financial Partners’s Willis Towers Watson WTW Stock Holding History

Ausdal Financial Partners’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
2017
Q1 		– Sell
-1,987
Closed -$243K – 302
2016
Q4 		$243K Hold
1,987
– – 0.11% 210
2016
Q3 		$264K Hold
1,987
– – 0.13% 187
2016
Q2 		$247K Hold
1,987
– – 0.13% 192
2016
Q1 		$236K Buy
+1,987
New +$229K 0.13% 182

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VH
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ausdal Financial Partners's WTW Position: Q1 2017 in Review

Ausdal Financial Partners sold out of Willis Towers Watson (WTW) in Q1 2017, closing a stake of 1,987 shares — an estimated $243K sold.

Ausdal Financial Partners first reported a position in WTW in Q1 2016 and held it in 4 quarters. The position peaked at $264K in Q3 2016. 379 funds tracked by Wall St. Rank hold WTW as of Q1 2017.

  • Ausdal Financial Partners reported no remaining Willis Towers Watson position as of Q1 2017 after selling out during the quarter.
  • Ausdal Financial Partners sold 1,987 Willis Towers Watson shares in Q1 2017, an estimated $243K.
  • Ausdal Financial Partners first reported a position in Willis Towers Watson in Q1 2016 and held it in 4 quarters.
  • Ausdal Financial Partners's Willis Towers Watson position peaked at $264K in Q3 2016.
  • 379 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2017.

Based on Ausdal Financial Partners's 13F filing for Q1 2017, filed 1 May 2017.