FFW
WTW icon

Fusion Family Wealth’s Willis Towers Watson WTW Stock Holding History

Fusion Family Wealth’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
2018
Q2 		– Sell
-426
Closed -$65K – 301
2018
Q1 		$65K Hold
426
– – 0.02% 102
2017
Q4 		$64K Hold
426
– – 0.02% 118
2017
Q3 		$66K Hold
426
– – 0.02% 77
2017
Q2 		$62K Buy
+426
New +$59.5K 0.02% 114

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fusion Family Wealth's WTW Position: Q2 2018 in Review

Fusion Family Wealth sold out of Willis Towers Watson (WTW) in Q2 2018, closing a stake of 426 shares — an estimated $65K sold.

Fusion Family Wealth first reported a position in WTW in Q2 2017 and held it in 4 quarters. The position peaked at $66K in Q3 2017. 412 funds tracked by Wall St. Rank hold WTW as of Q2 2018.

  • Fusion Family Wealth reported no remaining Willis Towers Watson position as of Q2 2018 after selling out during the quarter.
  • Fusion Family Wealth sold 426 Willis Towers Watson shares in Q2 2018, an estimated $65K.
  • Fusion Family Wealth first reported a position in Willis Towers Watson in Q2 2017 and held it in 4 quarters.
  • Fusion Family Wealth's Willis Towers Watson position peaked at $66K in Q3 2017.
  • 412 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2018.

Based on Fusion Family Wealth's 13F filing for Q2 2018, filed 3 Aug 2018.