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Ellis Investment Partners’s Willis Towers Watson WTW Stock Holding History

Ellis Investment 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
2020
Q2 		– Sell
-14
Closed -$2K – 764
2020
Q1 		$2K Hold
14
– – ﹤0.01% 659
2019
Q4 		$2K Hold
14
– – ﹤0.01% 650
2019
Q3 		$2K Buy
+14
New +$2.73K ﹤0.01% 671

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ellis Investment Partners's WTW Position: Q2 2020 in Review

Ellis Investment Partners sold out of Willis Towers Watson (WTW) in Q2 2020, closing a stake of 14 shares — an estimated $2K sold.

Ellis Investment Partners first reported a position in WTW in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 503 funds tracked by Wall St. Rank hold WTW as of Q2 2020.

  • Ellis Investment Partners reported no remaining Willis Towers Watson position as of Q2 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 14 Willis Towers Watson shares in Q2 2020, an estimated $2K.
  • Ellis Investment Partners first reported a position in Willis Towers Watson in Q3 2019 and held it in 3 quarters.
  • Ellis Investment Partners's Willis Towers Watson position peaked at $2K in Q1 2020.
  • 503 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2020.

Based on Ellis Investment Partners's 13F filing for Q2 2020, filed 13 Jul 2020.