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Calton & Associates’s Willis Towers Watson WTW Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-1,220
Closed -$192K – 1283
2017
Q4 		$192K Buy
+1,220
New +$193K 0.05% 349

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
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
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 $15.1B AUM 23.54% 1-Year Est. Return

Calton & Associates's WTW Position: Q1 2018 in Review

Calton & Associates sold out of Willis Towers Watson (WTW) in Q1 2018, closing a stake of 1,220 shares — an estimated $192K sold.

Calton & Associates first reported a position in WTW in Q4 2017 and held it in 1 quarter. The position peaked at $192K in Q4 2017. 433 funds tracked by Wall St. Rank hold WTW as of Q1 2018.

  • Calton & Associates reported no remaining Willis Towers Watson position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,220 Willis Towers Watson shares in Q1 2018, an estimated $192K.
  • Calton & Associates first reported a position in Willis Towers Watson in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Willis Towers Watson position peaked at $192K in Q4 2017.
  • 433 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.