Creative Planning’s TOWERS WATSON & CO COM STK CL A (DE) TW Stock Holding History

Creative Planning’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
2016 Q1	–	Sell	-7,173	Closed	-$921K	–	4807
2015 Q4	$921K	Buy	7,173 +3,630	+102%	+$464K	0.01%	528
2015 Q3	$416K	Buy	+3,543	New	+$439K	﹤0.01%	812
2015 Q2	–	Sell	-3,525	Closed	-$466K	–	3950
2015 Q1	$466K	Sell	3,525 -3,192	-48%	-$400K	﹤0.01%	768
2014 Q4	$760K	Buy	6,717 +6,697	+33,485%	+$738K	0.01%	539
2014 Q3	$2K	Buy	+20	New	+$2.11K	﹤0.01%	3750
2013 Q4	–	Sell	-1,100	Closed	-$118K	–	3606
2013 Q3	$118K	Buy	1,100 +1,000	+1,000%	+$88K	﹤0.01%	1022
2013 Q2	$8K	Buy	+100	New	+$7.52K	﹤0.01%	2385

Other funds holding TW

MAM

Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's TW Position: Q1 2016 in Review

Creative Planning sold out of TOWERS WATSON & CO COM STK CL A (DE) (TW) in Q1 2016, closing a stake of 7,173 shares — an estimated $921K sold.

Creative Planning first reported a position in TW in Q2 2013 and held it in 7 quarters. The position peaked at $921K in Q4 2015. 2 funds tracked by Wall St. Rank hold TW as of Q1 2016.

Creative Planning reported no remaining TOWERS WATSON & CO COM STK CL A (DE) position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 7,173 TOWERS WATSON & CO COM STK CL A (DE) shares in Q1 2016, an estimated $921K.
Creative Planning first reported a position in TOWERS WATSON & CO COM STK CL A (DE) in Q2 2013 and held it in 7 quarters.
Creative Planning's TOWERS WATSON & CO COM STK CL A (DE) position peaked at $921K in Q4 2015.
2 funds tracked by Wall St. Rank held TOWERS WATSON & CO COM STK CL A (DE) as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.