Gideon Capital Advisors’s Willis Towers Watson WTW Stock Holding History

Gideon Capital 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
2019 Q4	–	Sell	-4,078	Closed	-$787K	–	403
2019 Q3	$787K	Sell	4,078 -2,855	-41%	-$558K	0.26%	132
2019 Q2	$1.33M	Buy	+6,933	New	+$1.26M	0.46%	72
2019 Q1	–	Sell	-3,728	Closed	-$566K	–	534
2018 Q4	$566K	Buy	3,728 +622	+20%	+$93.1K	0.23%	131
2018 Q3	$438K	Sell	3,106 -178	-5%	-$26.9K	0.21%	169
2018 Q2	$498K	Sell	3,284 -2,022	-38%	-$308K	0.25%	137
2018 Q1	$808K	Buy	+5,306	New	+$833K	0.5%	37
2017 Q4	–	Sell	-2,505	Closed	-$386K	–	419
2017 Q3	$386K	Buy	+2,505	New	+$374K	0.38%	80
2016 Q1	–	Sell	-2,429	Closed	-$312K	–	241
2015 Q4	$312K	Buy	+2,429	New	+$288K	0.23%	139
2015 Q3	–	Sell	-2,679	Closed	-$333K	–	340
2015 Q2	$333K	Buy	+2,679	New	+$341K	0.14%	185
2014 Q4	–	Sell	-7,932	Closed	-$870K	–	321
2014 Q3	$870K	Buy	+7,932	New	+$882K	0.34%	101

Other funds holding WTW

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's WTW Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Willis Towers Watson (WTW) in Q4 2019, closing a stake of 4,078 shares — an estimated $787K sold.

Gideon Capital Advisors first reported a position in WTW in Q3 2014 and held it in 10 quarters. The position peaked at $1.33M in Q2 2019. 493 funds tracked by Wall St. Rank hold WTW as of Q4 2019.

Gideon Capital Advisors reported no remaining Willis Towers Watson position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 4,078 Willis Towers Watson shares in Q4 2019, an estimated $787K.
Gideon Capital Advisors first reported a position in Willis Towers Watson in Q3 2014 and held it in 10 quarters.
Gideon Capital Advisors's Willis Towers Watson position peaked at $1.33M in Q2 2019.
493 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.