Carson Wealth (CWM LLC)
TW

Carson Wealth (CWM LLC)’s TOWERS WATSON & CO COM STK CL A (DE) TW Stock Holding History

Carson Wealth (CWM LLC)’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
2014
Q1 		– Sell
-79
Closed -$10K – 599
2013
Q4 		$10K Sell
79
-38
-32% -$4.42K ﹤0.01% 455
2013
Q3 		$13K Buy
+117
New +$10.3K ﹤0.01% 307

Other funds holding TW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TW Position: Q1 2014 in Review

Carson Wealth (CWM LLC) sold out of TOWERS WATSON & CO COM STK CL A (DE) (TW) in Q1 2014, closing a stake of 79 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in TW in Q3 2013 and held it in 2 quarters. The position peaked at $13K in Q3 2013. 342 funds tracked by Wall St. Rank hold TW as of Q1 2014.

  • Carson Wealth (CWM LLC) reported no remaining TOWERS WATSON & CO COM STK CL A (DE) position as of Q1 2014 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 79 TOWERS WATSON & CO COM STK CL A (DE) shares in Q1 2014, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in TOWERS WATSON & CO COM STK CL A (DE) in Q3 2013 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s TOWERS WATSON & CO COM STK CL A (DE) position peaked at $13K in Q3 2013.
  • 342 funds tracked by Wall St. Rank held TOWERS WATSON & CO COM STK CL A (DE) as of Q1 2014.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2014, filed 16 May 2014.