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FormulaFolio Investments’s Willis Towers Watson WTW Stock Holding History

FormulaFolio Investments’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
Q3 		– Sell
-1,632
Closed -$313K – 380
2019
Q2 		$313K Buy
+1,632
New +$296K 0.01% 269

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
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

FormulaFolio Investments's WTW Position: Q3 2019 in Review

FormulaFolio Investments sold out of Willis Towers Watson (WTW) in Q3 2019, closing a stake of 1,632 shares — an estimated $313K sold.

FormulaFolio Investments first reported a position in WTW in Q2 2019 and held it in 1 quarter. The position peaked at $313K in Q2 2019. 481 funds tracked by Wall St. Rank hold WTW as of Q3 2019.

  • FormulaFolio Investments reported no remaining Willis Towers Watson position as of Q3 2019 after selling out during the quarter.
  • FormulaFolio Investments sold 1,632 Willis Towers Watson shares in Q3 2019, an estimated $313K.
  • FormulaFolio Investments first reported a position in Willis Towers Watson in Q2 2019 and held it in 1 quarter.
  • FormulaFolio Investments's Willis Towers Watson position peaked at $313K in Q2 2019.
  • 481 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2019.

Based on FormulaFolio Investments's 13F filing for Q3 2019, filed 23 Oct 2019.