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B. Riley Wealth Management’s Willis Towers Watson WTW Stock Holding History

B. Riley Wealth 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
2015
Q3 		– Sell
-39
Closed -$4K – 762
2015
Q2 		$4K Hold
39
– – ﹤0.01% 897
2015
Q1 		$4K Hold
39
– – ﹤0.01% 898
2014
Q4 		$4K Buy
39
+1
+3% +$112 ﹤0.01% 886
2014
Q3 		$4K Hold
38
– – ﹤0.01% 936
2014
Q2 		$4K Hold
38
– – ﹤0.01% 971
2014
Q1 		$4K Buy
+38
New +$4.32K ﹤0.01% 925

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Vanguard Group
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First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
CCM
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

B. Riley Wealth Management's WTW Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Willis Towers Watson (WTW) in Q3 2015, closing a stake of 39 shares — an estimated $4K sold.

B. Riley Wealth Management first reported a position in WTW in Q1 2014 and held it in 6 quarters. The position peaked at $4K in Q2 2015. 247 funds tracked by Wall St. Rank hold WTW as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Willis Towers Watson position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 39 Willis Towers Watson shares in Q3 2015, an estimated $4K.
  • B. Riley Wealth Management first reported a position in Willis Towers Watson in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Willis Towers Watson position peaked at $4K in Q2 2015.
  • 247 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.