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First Personal Financial Services’s Willis Towers Watson WTW Stock Holding History

First Personal Financial Services’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
2020
Q1 		– Sell
-6
Closed -$1K – 536
2019
Q4 		$1K Hold
6
– – ﹤0.01% 508
2019
Q3 		$1K Hold
6
– – ﹤0.01% 522
2019
Q2 		$1K Buy
+6
New +$1.09K ﹤0.01% 769
2016
Q4 		– Sell
-44
Closed -$6K – 947
2016
Q3 		$6K Sell
44
-33
-43% -$4.11K ﹤0.01% 688
2016
Q2 		$10K Buy
+77
New +$9.5K ﹤0.01% 569

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

First Personal Financial Services's WTW Position: Q1 2020 in Review

First Personal Financial Services sold out of Willis Towers Watson (WTW) in Q1 2020, closing a stake of 6 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in WTW in Q2 2016 and held it in 5 quarters. The position peaked at $10K in Q2 2016. 486 funds tracked by Wall St. Rank hold WTW as of Q1 2020.

  • First Personal Financial Services reported no remaining Willis Towers Watson position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 6 Willis Towers Watson shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in Willis Towers Watson in Q2 2016 and held it in 5 quarters.
  • First Personal Financial Services's Willis Towers Watson position peaked at $10K in Q2 2016.
  • 486 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.