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

Bruderman 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
Q2 		– Sell
-400
Closed -$70K – 578
2019
Q1 		$70K Buy
+400
New +$66.4K 0.02% 229

Other funds holding WTW

T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bruderman Asset Management's WTW Position: Q2 2019 in Review

Bruderman Asset Management sold out of Willis Towers Watson (WTW) in Q2 2019, closing a stake of 400 shares — an estimated $70K sold.

Bruderman Asset Management first reported a position in WTW in Q1 2019 and held it in 1 quarter. The position peaked at $70K in Q1 2019. 456 funds tracked by Wall St. Rank hold WTW as of Q2 2019.

  • Bruderman Asset Management reported no remaining Willis Towers Watson position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 400 Willis Towers Watson shares in Q2 2019, an estimated $70K.
  • Bruderman Asset Management first reported a position in Willis Towers Watson in Q1 2019 and held it in 1 quarter.
  • Bruderman Asset Management's Willis Towers Watson position peaked at $70K in Q1 2019.
  • 456 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.