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Financial Counselors Inc’s Willis Towers Watson WTW Stock Holding History

Financial Counselors 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
2016
Q1 		– Sell
-1,582
Closed -$204K – 465
2015
Q4 		$204K Sell
1,582
-433
-21% -$51.3K 0.01% 414
2015
Q3 		$219K Buy
2,015
+58
+3% +$6.88K 0.02% 398
2015
Q2 		$243K Buy
1,957
+63
+3% +$8.03K 0.02% 394
2015
Q1 		$242K Hold
1,894
– – 0.02% 405
2014
Q4 		$225K Buy
+1,894
New +$212K 0.01% 398

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Financial Counselors Inc's WTW Position: Q1 2016 in Review

Financial Counselors Inc sold out of Willis Towers Watson (WTW) in Q1 2016, closing a stake of 1,582 shares — an estimated $204K sold.

Financial Counselors Inc first reported a position in WTW in Q4 2014 and held it in 5 quarters. The position peaked at $243K in Q2 2015. 402 funds tracked by Wall St. Rank hold WTW as of Q1 2016.

  • Financial Counselors Inc reported no remaining Willis Towers Watson position as of Q1 2016 after selling out during the quarter.
  • Financial Counselors Inc sold 1,582 Willis Towers Watson shares in Q1 2016, an estimated $204K.
  • Financial Counselors Inc first reported a position in Willis Towers Watson in Q4 2014 and held it in 5 quarters.
  • Financial Counselors Inc's Willis Towers Watson position peaked at $243K in Q2 2015.
  • 402 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2016.

Based on Financial Counselors Inc's 13F filing for Q1 2016, filed 10 May 2016.