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Evercore Wealth Management’s Willis Towers Watson WTW Stock Holding History

Evercore Wealth Management’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
2017
Q1 		– Sell
-10
Closed -$1K – 1046
2016
Q4 		$1K Buy
+10
New +$1.25K ﹤0.01% 997
2016
Q3 		– Sell
-110
Closed -$14K – 1062
2016
Q2 		$14K Buy
+110
New +$13.6K ﹤0.01% 812

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evercore Wealth Management's WTW Position: Q1 2017 in Review

Evercore Wealth Management sold out of Willis Towers Watson (WTW) in Q1 2017, closing a stake of 10 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in WTW in Q2 2016 and held it in 2 quarters. The position peaked at $14K in Q2 2016. 379 funds tracked by Wall St. Rank hold WTW as of Q1 2017.

  • Evercore Wealth Management reported no remaining Willis Towers Watson position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 10 Willis Towers Watson shares in Q1 2017, an estimated $1K.
  • Evercore Wealth Management first reported a position in Willis Towers Watson in Q2 2016 and held it in 2 quarters.
  • Evercore Wealth Management's Willis Towers Watson position peaked at $14K in Q2 2016.
  • 379 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.