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Elkfork Partners’s Willis Towers Watson WTW Stock Holding History

Elkfork Partners’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
2019
Q3 		$1.02M Buy
5,270
+476
+10% +$93K 0.02% 383
2019
Q2 		$918K Sell
4,794
-238
-5% -$43.1K 0.02% 412
2019
Q1 		$884K Sell
5,032
-272
-5% -$45.1K 0.02% 405
2018
Q4 		$805K Sell
5,304
-1,258
-19% -$188K 0.02% 394
2018
Q3 		$925K Buy
6,562
+374
+6% +$56.5K 0.02% 398
2018
Q2 		$938K Buy
6,188
+476
+8% +$72.5K 0.02% 358
2018
Q1 		$869K Sell
5,712
-238
-4% -$37.4K 0.02% 369
2017
Q4 		$897K Buy
5,950
+646
+12% +$102K 0.02% 385
2017
Q3 		$818K Sell
5,304
-170
-3% -$25.4K 0.02% 364
2017
Q2 		$796K Hold
5,474
– – 0.02% 370
2017
Q1 		$716K Buy
5,474
+748
+16% +$95.1K 0.02% 374
2016
Q4 		$578K Buy
+4,726
New +$589K 0.02% 387

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Elkfork Partners's WTW Position: Q3 2019 in Review

Elkfork Partners increased its Willis Towers Watson (WTW) stake by 9.9% in Q3 2019, buying an estimated $93K and bringing the position to 5,270 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #383.

Elkfork Partners first reported a position in WTW in Q4 2016 and has held it in 12 quarters since. 481 funds tracked by Wall St. Rank hold WTW as of Q3 2019.

  • Elkfork Partners held 5,270 shares of Willis Towers Watson worth $1.02M as of Q3 2019.
  • Elkfork Partners bought 476 Willis Towers Watson shares in Q3 2019, an estimated $93K.
  • Willis Towers Watson made up 0.02% of Elkfork Partners's portfolio in Q3 2019, its #383 holding.
  • Elkfork Partners first reported a position in Willis Towers Watson in Q4 2016 and has held it in 12 quarters since.
  • 481 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.