Edmond de Rothschild Holding’s Willis Towers Watson WTW Stock Holding History

Edmond de Rothschild Holding’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 Q3	–	Sell	-1,358	Closed	-$206K	–	776
2018 Q2	$206K	Sell	1,358 -53	-4%	-$8.07K	0.01%	471
2018 Q1	$215K	Buy	1,411 +83	+6%	+$13K	0.01%	466
2017 Q4	$200K	Buy	+1,328	New	+$210K	0.01%	493
2016 Q3	–	Sell	-356	Closed	-$44K	–	888
2016 Q2	$44K	Hold	356	–	–	﹤0.01%	660
2016 Q1	$42K	Buy	+356	New	+$41K	﹤0.01%	661

Other funds holding WTW

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Edmond de Rothschild Holding's WTW Position: Q3 2018 in Review

Edmond de Rothschild Holding sold out of Willis Towers Watson (WTW) in Q3 2018, closing a stake of 1,358 shares — an estimated $206K sold.

Edmond de Rothschild Holding first reported a position in WTW in Q1 2016 and held it in 5 quarters. The position peaked at $215K in Q1 2018. 420 funds tracked by Wall St. Rank hold WTW as of Q3 2018.

Edmond de Rothschild Holding reported no remaining Willis Towers Watson position as of Q3 2018 after selling out during the quarter.
Edmond de Rothschild Holding sold 1,358 Willis Towers Watson shares in Q3 2018, an estimated $206K.
Edmond de Rothschild Holding first reported a position in Willis Towers Watson in Q1 2016 and held it in 5 quarters.
Edmond de Rothschild Holding's Willis Towers Watson position peaked at $215K in Q1 2018.
420 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2018.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2018, filed 14 Nov 2018.