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IberiaBank’s Willis Towers Watson WTW Stock Holding History

IberiaBank’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
2015
Q2 		– Sell
-2,186
Closed -$279K – 208
2015
Q1 		$279K Hold
2,186
– – 0.13% 147
2014
Q4 		$259K Hold
2,186
– – 0.14% 137
2014
Q3 		$240K Hold
2,186
– – 0.13% 138
2014
Q2 		$251K Hold
2,186
– – 0.14% 146
2014
Q1 		$256K Sell
2,186
-419
-16% -$47.7K 0.16% 125
2013
Q4 		$309K Hold
2,605
– – 0.2% 107
2013
Q3 		$299K Hold
2,605
– – 0.2% 119
2013
Q2 		$281K Buy
+2,605
New +$276K 0.21% 114

Other funds holding WTW

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

IberiaBank's WTW Position: Q2 2015 in Review

IberiaBank sold out of Willis Towers Watson (WTW) in Q2 2015, closing a stake of 2,186 shares — an estimated $279K sold.

IberiaBank first reported a position in WTW in Q2 2013 and held it in 8 quarters. The position peaked at $309K in Q4 2013. 254 funds tracked by Wall St. Rank hold WTW as of Q2 2015.

  • IberiaBank reported no remaining Willis Towers Watson position as of Q2 2015 after selling out during the quarter.
  • IberiaBank sold 2,186 Willis Towers Watson shares in Q2 2015, an estimated $279K.
  • IberiaBank first reported a position in Willis Towers Watson in Q2 2013 and held it in 8 quarters.
  • IberiaBank's Willis Towers Watson position peaked at $309K in Q4 2013.
  • 254 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2015.

Based on IberiaBank's 13F filing for Q2 2015, filed 17 Aug 2015.