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Capital Wealth Planning’s Willis Towers Watson WTW Stock Holding History

Capital Wealth Planning’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
-1,321
Closed -$204K – 161
2017
Q3 		$204K Buy
+1,321
New +$197K 0.16% 67

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

Capital Wealth Planning's WTW Position: Q4 2017 in Review

Capital Wealth Planning sold out of Willis Towers Watson (WTW) in Q4 2017, closing a stake of 1,321 shares — an estimated $204K sold.

Capital Wealth Planning first reported a position in WTW in Q3 2017 and held it in 1 quarter. The position peaked at $204K in Q3 2017. 433 funds tracked by Wall St. Rank hold WTW as of Q4 2017.

  • Capital Wealth Planning reported no remaining Willis Towers Watson position as of Q4 2017 after selling out during the quarter.
  • Capital Wealth Planning sold 1,321 Willis Towers Watson shares in Q4 2017, an estimated $204K.
  • Capital Wealth Planning first reported a position in Willis Towers Watson in Q3 2017 and held it in 1 quarter.
  • Capital Wealth Planning's Willis Towers Watson position peaked at $204K in Q3 2017.
  • 433 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2017.

Based on Capital Wealth Planning's 13F filing for Q4 2017, filed 14 Feb 2018.