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Calvert Investment Management’s Willis Towers Watson WTW Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-9,204
Closed -$1.13M – 626
2016
Q4 		$1.13M Sell
9,204
-1,173
-11% -$146K 0.04% 364
2016
Q3 		$1.38M Sell
10,377
-319
-3% -$39.7K 0.05% 338
2016
Q2 		$1.33M Sell
10,696
-37,373
-78% -$4.61M 0.05% 316
2016
Q1 		$5.7M Buy
48,069
+43,361
+921% +$4.99M 0.25% 88
2015
Q4 		$606K Buy
4,708
+1,499
+47% +$178K 0.03% 410
2015
Q3 		$348K Buy
3,209
+134
+4% +$15.9K 0.02% 429
2015
Q2 		$382K Buy
3,075
+176
+6% +$22.4K 0.02% 421
2015
Q1 		$370K Buy
2,899
+398
+16% +$48.8K 0.02% 438
2014
Q4 		$297K Buy
2,501
+29
+1% +$3.24K 0.02% 461
2014
Q3 		$271K Buy
+2,472
New +$275K 0.02% 477

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Calvert Investment Management's WTW Position: Q1 2017 in Review

Calvert Investment Management sold out of Willis Towers Watson (WTW) in Q1 2017, closing a stake of 9,204 shares — an estimated $1.13M sold.

Calvert Investment Management first reported a position in WTW in Q3 2014 and held it in 10 quarters. The position peaked at $5.7M in Q1 2016. 379 funds tracked by Wall St. Rank hold WTW as of Q1 2017.

  • Calvert Investment Management reported no remaining Willis Towers Watson position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 9,204 Willis Towers Watson shares in Q1 2017, an estimated $1.13M.
  • Calvert Investment Management first reported a position in Willis Towers Watson in Q3 2014 and held it in 10 quarters.
  • Calvert Investment Management's Willis Towers Watson position peaked at $5.7M in Q1 2016.
  • 379 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.