Financial Architects (New Jersey)’s Willis Towers Watson WTW Stock Holding History

Financial Architects (New Jersey)’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 Q1	–	Sell	-2,878	Closed	-$437K	–	1546
2018 Q4	$437K	Hold	2,878	–	–	0.08%	157
2018 Q3	$406K	Hold	2,878	–	–	0.07%	207
2018 Q2	$436K	Hold	2,878	–	–	0.08%	181
2018 Q1	$438K	Buy	2,878 +1,613	+128%	+$253K	0.09%	176
2017 Q4	$191K	Sell	1,265 -19	-1%	-$3K	0.03%	335
2017 Q3	$198K	Hold	1,284	–	–	0.04%	331
2017 Q2	$187K	Buy	1,284 +31	+2%	+$4.33K	0.03%	328
2017 Q1	$164K	Buy	1,253 +790	+171%	+$100K	0.03%	338
2016 Q4	$57K	Hold	463	–	–	0.01%	538
2016 Q3	$61K	Buy	463 +5	+1%	+$622	0.02%	519
2016 Q2	$57K	Sell	458 -35	-7%	-$4.32K	0.02%	508
2016 Q1	$58K	Buy	+493	New	+$56.8K	0.02%	370

Other funds holding WTW

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Architects (New Jersey)'s WTW Position: Q1 2019 in Review

Financial Architects (New Jersey) sold out of Willis Towers Watson (WTW) in Q1 2019, closing a stake of 2,878 shares — an estimated $437K sold.

Financial Architects (New Jersey) first reported a position in WTW in Q1 2016 and held it in 12 quarters. The position peaked at $438K in Q1 2018. 469 funds tracked by Wall St. Rank hold WTW as of Q1 2019.

Financial Architects (New Jersey) reported no remaining Willis Towers Watson position as of Q1 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,878 Willis Towers Watson shares in Q1 2019, an estimated $437K.
Financial Architects (New Jersey) first reported a position in Willis Towers Watson in Q1 2016 and held it in 12 quarters.
Financial Architects (New Jersey)'s Willis Towers Watson position peaked at $438K in Q1 2018.
469 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2019, filed 3 May 2019.