EA
WTW icon

Edge Advisors’s Willis Towers Watson WTW Stock Holding History

Edge Advisors’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
Q2 		$75K Hold
506
– – 0.01% 452
2018
Q1 		$76K Hold
506
– – 0.01% 464
2017
Q4 		$75K Hold
506
– – 0.01% 445
2017
Q3 		$77K Sell
506
-1,245
-71% -$186K 0.01% 430
2017
Q2 		$253K Hold
1,751
– – 0.03% 290
2017
Q1 		$228K Hold
1,751
– – 0.03% 308
2016
Q4 		$213K Buy
+1,751
New +$218K 0.03% 305

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edge Advisors's WTW Position: Q2 2018 in Review

Edge Advisors held its Willis Towers Watson (WTW) position steady in Q2 2018 at 506 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #452.

Edge Advisors first reported a position in WTW in Q4 2016 and has held it in 7 quarters since. The position peaked at $253K in Q2 2017. 412 funds tracked by Wall St. Rank hold WTW as of Q2 2018.

  • Edge Advisors held 506 shares of Willis Towers Watson worth $75K as of Q2 2018.
  • Edge Advisors left its Willis Towers Watson share count unchanged in Q2 2018.
  • Willis Towers Watson made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #452 holding.
  • Edge Advisors first reported a position in Willis Towers Watson in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Willis Towers Watson position peaked at $253K in Q2 2017.
  • 412 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.