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Bellwether Investment Group’s Willis Towers Watson WTW Stock Holding History

Bellwether Investment Group’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
Q4 		– Sell
-2,019
Closed -$311K – 75
2017
Q3 		$311K Sell
2,019
-55
-3% -$8.21K 1.46% 28
2017
Q2 		$302K Buy
2,074
+4
+0.2% +$559 1.4% 30
2017
Q1 		$271K Buy
2,070
+261
+14% +$33.2K 0.71% 36
2016
Q4 		$221K Buy
+1,809
New +$226K 0.2% 124

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Bellwether Investment Group's WTW Position: Q4 2017 in Review

Bellwether Investment Group sold out of Willis Towers Watson (WTW) in Q4 2017, closing a stake of 2,019 shares — an estimated $311K sold.

Bellwether Investment Group first reported a position in WTW in Q4 2016 and held it in 4 quarters. The position peaked at $311K in Q3 2017. 433 funds tracked by Wall St. Rank hold WTW as of Q4 2017.

  • Bellwether Investment Group reported no remaining Willis Towers Watson position as of Q4 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,019 Willis Towers Watson shares in Q4 2017, an estimated $311K.
  • Bellwether Investment Group first reported a position in Willis Towers Watson in Q4 2016 and held it in 4 quarters.
  • Bellwether Investment Group's Willis Towers Watson position peaked at $311K in Q3 2017.
  • 433 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.