GW
WTW icon

GW & Wade’s Willis Towers Watson WTW Stock Holding History

GW & Wade’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
2017
Q2 		– Sell
-1,766
Closed -$231K – 242
2017
Q1 		$231K Hold
1,766
– – 0.03% 212
2016
Q4 		$216K Sell
1,766
-61
-3% -$7.61K 0.04% 209
2016
Q3 		$243K Sell
1,827
-1,583
-46% -$197K 0.04% 195
2016
Q2 		$424K Buy
+3,410
New +$421K 0.07% 150

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

GW & Wade's WTW Position: Q2 2017 in Review

GW & Wade sold out of Willis Towers Watson (WTW) in Q2 2017, closing a stake of 1,766 shares — an estimated $231K sold.

GW & Wade first reported a position in WTW in Q2 2016 and held it in 4 quarters. The position peaked at $424K in Q2 2016. 400 funds tracked by Wall St. Rank hold WTW as of Q2 2017.

  • GW & Wade reported no remaining Willis Towers Watson position as of Q2 2017 after selling out during the quarter.
  • GW & Wade sold 1,766 Willis Towers Watson shares in Q2 2017, an estimated $231K.
  • GW & Wade first reported a position in Willis Towers Watson in Q2 2016 and held it in 4 quarters.
  • GW & Wade's Willis Towers Watson position peaked at $424K in Q2 2016.
  • 400 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2017.

Based on GW & Wade's 13F filing for Q2 2017, filed 11 Aug 2017.