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Homrich & Berg’s Willis Towers Watson WTW Stock Holding History

Homrich & Berg’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
Q4 		– Sell
-2,708
Closed -$418K – 370
2017
Q3 		$418K Buy
+2,708
New +$404K 0.03% 205
2016
Q2 		– Sell
-2,006
Closed -$238K – 283
2016
Q1 		$238K Buy
+2,006
New +$231K 0.02% 228

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Homrich & Berg's WTW Position: Q4 2017 in Review

Homrich & Berg sold out of Willis Towers Watson (WTW) in Q4 2017, closing a stake of 2,708 shares — an estimated $418K sold.

Homrich & Berg first reported a position in WTW in Q1 2016 and held it in 2 quarters. The position peaked at $418K in Q3 2017. 433 funds tracked by Wall St. Rank hold WTW as of Q4 2017.

  • Homrich & Berg reported no remaining Willis Towers Watson position as of Q4 2017 after selling out during the quarter.
  • Homrich & Berg sold 2,708 Willis Towers Watson shares in Q4 2017, an estimated $418K.
  • Homrich & Berg first reported a position in Willis Towers Watson in Q1 2016 and held it in 2 quarters.
  • Homrich & Berg's Willis Towers Watson position peaked at $418K in Q3 2017.
  • 433 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2017.

Based on Homrich & Berg's 13F filing for Q4 2017, filed 9 Feb 2018.