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Cornerstone Wealth Management’s Willis Towers Watson WTW Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-45,474
Closed -$294K – 1160
2018
Q3 		$294K Buy
45,474
+29,805
+190% +$4.51M ﹤0.01% 1081
2018
Q2 		$103K Buy
+15,669
New +$2.39M ﹤0.01% 1405

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cornerstone Wealth Management's WTW Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Willis Towers Watson (WTW) in Q4 2018, closing a stake of 45,474 shares — an estimated $294K sold.

Cornerstone Wealth Management first reported a position in WTW in Q2 2018 and held it in 2 quarters. The position peaked at $294K in Q3 2018. 420 funds tracked by Wall St. Rank hold WTW as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Willis Towers Watson position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 45,474 Willis Towers Watson shares in Q4 2018, an estimated $294K.
  • Cornerstone Wealth Management first reported a position in Willis Towers Watson in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Willis Towers Watson position peaked at $294K in Q3 2018.
  • 420 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.