BSW
TW

Buckingham Strategic Wealth’s TOWERS WATSON & CO COM STK CL A (DE) TW Stock Holding History

Buckingham Strategic Wealth’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-9,029
Closed -$1.16M – 257
2015
Q4 		$1.16M Sell
9,029
-332
-4% -$42.5K 0.39% 47
2015
Q3 		$1.1M Sell
9,361
-40
-0.4% -$4.95K 0.39% 48
2015
Q2 		$1.18M Sell
9,401
-3,902
-29% -$524K 0.39% 50
2015
Q1 		$1.76M Hold
13,303
– – 0.66% 28
2014
Q4 		$1.51M Sell
13,303
-1,518
-10% -$167K 0.58% 36
2014
Q3 		$1.48M Hold
14,821
– – 0.61% 36
2014
Q2 		$1.54M Sell
14,821
-417
-3% -$45.6K 0.67% 29
2014
Q1 		$1.74M Buy
15,238
+417
+3% +$48.5K 0.8% 25
2013
Q4 		$1.89M Sell
14,821
-439
-3% -$51.1K 0.89% 23
2013
Q3 		$1.63M Sell
15,260
-132
-0.9% -$11.6K 0.86% 24
2013
Q2 		$1.26M Buy
+15,392
New +$1.16M 0.71% 31

Other funds holding TW

MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Buckingham Strategic Wealth's TW Position: Q1 2016 in Review

Buckingham Strategic Wealth sold out of TOWERS WATSON & CO COM STK CL A (DE) (TW) in Q1 2016, closing a stake of 9,029 shares — an estimated $1.16M sold.

Buckingham Strategic Wealth first reported a position in TW in Q2 2013 and held it in 11 quarters. The position peaked at $1.89M in Q4 2013. 2 funds tracked by Wall St. Rank hold TW as of Q1 2016.

  • Buckingham Strategic Wealth reported no remaining TOWERS WATSON & CO COM STK CL A (DE) position as of Q1 2016 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 9,029 TOWERS WATSON & CO COM STK CL A (DE) shares in Q1 2016, an estimated $1.16M.
  • Buckingham Strategic Wealth first reported a position in TOWERS WATSON & CO COM STK CL A (DE) in Q2 2013 and held it in 11 quarters.
  • Buckingham Strategic Wealth's TOWERS WATSON & CO COM STK CL A (DE) position peaked at $1.89M in Q4 2013.
  • 2 funds tracked by Wall St. Rank held TOWERS WATSON & CO COM STK CL A (DE) as of Q1 2016.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2016, filed 6 May 2016.