FineMark National Bank & Trust
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FineMark National Bank & Trust’s Willis Towers Watson WTW Stock Holding History

FineMark National Bank & Trust’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
-646
Closed -$79K – 1009
2016
Q4 		$79K Sell
646
-12
-2% -$1.5K 0.01% 530
2016
Q3 		$88K Sell
658
-11
-2% -$1.37K 0.01% 488
2016
Q2 		$83K Sell
669
-343
-34% -$42.3K 0.01% 485
2016
Q1 		$120K Buy
+1,012
New +$117K 0.01% 384
2015
Q4 		– Sell
-726
Closed -$79K – 1495
2015
Q3 		$79K Sell
726
-2
-0.3% -$237 0.01% 512
2015
Q2 		$91K Hold
728
– – 0.01% 512
2015
Q1 		$93K Buy
728
+17
+2% +$2.09K 0.01% 504
2014
Q4 		$84K Sell
711
-24
-3% -$2.68K 0.01% 529
2014
Q3 		$81K Sell
735
-46
-6% -$5.11K 0.01% 526
2014
Q2 		$90K Buy
781
+20
+3% +$2.25K 0.02% 498
2014
Q1 		$89K Buy
761
+365
+92% +$41.5K 0.02% 481
2013
Q4 		$47K Buy
396
+11
+3% +$1.3K 0.01% 591
2013
Q3 		$44K Hold
385
– – 0.01% 599
2013
Q2 		$42K Buy
+385
New +$40.8K 0.01% 605

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
ValueAct Holdings
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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Longview Partners
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

FineMark National Bank & Trust's WTW Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Willis Towers Watson (WTW) in Q1 2017, closing a stake of 646 shares — an estimated $79K sold.

FineMark National Bank & Trust first reported a position in WTW in Q2 2013 and held it in 14 quarters. The position peaked at $120K in Q1 2016. 379 funds tracked by Wall St. Rank hold WTW as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Willis Towers Watson position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 646 Willis Towers Watson shares in Q1 2017, an estimated $79K.
  • FineMark National Bank & Trust first reported a position in Willis Towers Watson in Q2 2013 and held it in 14 quarters.
  • FineMark National Bank & Trust's Willis Towers Watson position peaked at $120K in Q1 2016.
  • 379 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.