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First Foundation Advisors’s Willis Towers Watson WTW Stock Holding History

First Foundation Advisors’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
2013
Q3 		– Sell
-5,690
Closed -$615K – 181
2013
Q2 		$615K Buy
+5,690
New +$603K 0.12% 67

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

First Foundation Advisors's WTW Position: Q3 2013 in Review

First Foundation Advisors sold out of Willis Towers Watson (WTW) in Q3 2013, closing a stake of 5,690 shares — an estimated $615K sold.

First Foundation Advisors first reported a position in WTW in Q2 2013 and held it in 1 quarter. The position peaked at $615K in Q2 2013. 241 funds tracked by Wall St. Rank hold WTW as of Q3 2013.

  • First Foundation Advisors reported no remaining Willis Towers Watson position as of Q3 2013 after selling out during the quarter.
  • First Foundation Advisors sold 5,690 Willis Towers Watson shares in Q3 2013, an estimated $615K.
  • First Foundation Advisors first reported a position in Willis Towers Watson in Q2 2013 and held it in 1 quarter.
  • First Foundation Advisors's Willis Towers Watson position peaked at $615K in Q2 2013.
  • 241 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2013.

Based on First Foundation Advisors's 13F filing for Q3 2013, filed 15 Nov 2013.