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Holistic Financial Partners’s Willis Towers Watson WTW Stock Holding History

Holistic Financial Partners’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
-361
Closed -$55K – 370
2018
Q1 		$55K Buy
361
+19
+6% +$2.98K 0.05% 183
2017
Q4 		$52K Buy
+342
New +$54K 0.04% 195

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

Holistic Financial Partners's WTW Position: Q2 2018 in Review

Holistic Financial Partners sold out of Willis Towers Watson (WTW) in Q2 2018, closing a stake of 361 shares — an estimated $55K sold.

Holistic Financial Partners first reported a position in WTW in Q4 2017 and held it in 2 quarters. The position peaked at $55K in Q1 2018. 412 funds tracked by Wall St. Rank hold WTW as of Q2 2018.

  • Holistic Financial Partners reported no remaining Willis Towers Watson position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 361 Willis Towers Watson shares in Q2 2018, an estimated $55K.
  • Holistic Financial Partners first reported a position in Willis Towers Watson in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Willis Towers Watson position peaked at $55K in Q1 2018.
  • 412 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.