Gofen & Glossberg’s Willis Towers Watson WTW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-2,059
Closed -$270K 478
2017
Q1
$270K Hold
2,059
0.01% 388
2016
Q4
$252K Sell
2,059
-4,800
-70% -$598K 0.01% 374
2016
Q3
$911K Sell
6,859
-275
-4% -$34.2K 0.04% 214
2016
Q2
$887K Sell
7,134
-1,885
-21% -$233K 0.04% 214
2016
Q1
$1.07M Buy
+9,019
New +$1.04M 0.05% 193

Other funds holding WTW

Gofen & Glossberg's WTW Position: Q2 2017 in Review

Gofen & Glossberg sold out of Willis Towers Watson (WTW) in Q2 2017, closing a stake of 2,059 shares — an estimated $270K sold.

Gofen & Glossberg first reported a position in WTW in Q1 2016 and held it in 5 quarters. The position peaked at $1.07M in Q1 2016. 400 funds tracked by Wall St. Rank hold WTW as of Q2 2017.

  • Gofen & Glossberg reported no remaining Willis Towers Watson position as of Q2 2017 after selling out during the quarter.
  • Gofen & Glossberg sold 2,059 Willis Towers Watson shares in Q2 2017, an estimated $270K.
  • Gofen & Glossberg first reported a position in Willis Towers Watson in Q1 2016 and held it in 5 quarters.
  • Gofen & Glossberg's Willis Towers Watson position peaked at $1.07M in Q1 2016.
  • 400 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2017.

Based on Gofen & Glossberg's 13F filing for Q2 2017, filed 16 Aug 2017.