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Fiduciary Management Inc’s Willis Towers Watson WTW Stock Holding History

Fiduciary Management Inc’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
2014
Q2 		– Sell
-3,056,639
Closed -$357M – 71
2014
Q1 		$357M Sell
3,056,639
-82,085
-3% -$9.34M 1.93% 24
2013
Q4 		$373M Buy
3,138,724
+16,405
+0.5% +$1.94M 1.95% 23
2013
Q3 		$358M Buy
3,122,319
+17,784
+0.6% +$2.01M 2.19% 23
2013
Q2 		$335M Buy
+3,104,535
New +$329M 2.09% 25

Other funds holding WTW

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fiduciary Management Inc's WTW Position: Q2 2014 in Review

Fiduciary Management Inc sold out of Willis Towers Watson (WTW) in Q2 2014, closing a stake of 3,056,639 shares — an estimated $357M sold.

Fiduciary Management Inc first reported a position in WTW in Q2 2013 and held it in 4 quarters. The position peaked at $373M in Q4 2013. 235 funds tracked by Wall St. Rank hold WTW as of Q2 2014.

  • Fiduciary Management Inc reported no remaining Willis Towers Watson position as of Q2 2014 after selling out during the quarter.
  • Fiduciary Management Inc sold 3,056,639 Willis Towers Watson shares in Q2 2014, an estimated $357M.
  • Fiduciary Management Inc first reported a position in Willis Towers Watson in Q2 2013 and held it in 4 quarters.
  • Fiduciary Management Inc's Willis Towers Watson position peaked at $373M in Q4 2013.
  • 235 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2014.

Based on Fiduciary Management Inc's 13F filing for Q2 2014, filed 13 Aug 2014.