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Financial Advocates Investment Management’s Willis Towers Watson WTW Stock Holding History

Financial Advocates Investment 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
2018
Q1 		– Sell
-3,614
Closed -$545K – 548
2017
Q4 		$545K Buy
+3,614
New +$571K 0.07% 243

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Financial Advocates Investment Management's WTW Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of Willis Towers Watson (WTW) in Q1 2018, closing a stake of 3,614 shares — an estimated $545K sold.

Financial Advocates Investment Management first reported a position in WTW in Q4 2017 and held it in 1 quarter. The position peaked at $545K in Q4 2017. 434 funds tracked by Wall St. Rank hold WTW as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining Willis Towers Watson position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,614 Willis Towers Watson shares in Q1 2018, an estimated $545K.
  • Financial Advocates Investment Management first reported a position in Willis Towers Watson in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's Willis Towers Watson position peaked at $545K in Q4 2017.
  • 434 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.