Independent Portfolio Consultants’s Willis Towers Watson WTW Stock Holding History

Independent Portfolio Consultants’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	$43K	Sell	299 -45	-13%	-$6.29K	0.02%	533
2017 Q1	$45K	Sell	344 -31	-8%	-$3.94K	0.02%	572
2016 Q4	$46K	Buy	375 +31	+9%	+$3.87K	0.02%	557
2016 Q3	$46K	Hold	344	–	–	0.01%	559
2016 Q2	$43K	Hold	344	–	–	0.01%	564
2016 Q1	$41K	Sell	344 -1	-0.3%	-$115	0.01%	601
2015 Q4	$44K	Buy	345 +205	+146%	+$24.3K	0.01%	590
2015 Q3	$15K	Hold	140	–	–	﹤0.01%	697
2015 Q2	$17K	Buy	+140	New	+$17.8K	﹤0.01%	727

Other funds holding WTW

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Independent Portfolio Consultants's WTW Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Willis Towers Watson (WTW) stake by 13% in Q2 2017, selling an estimated $6.29K and leaving 299 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #533.

Independent Portfolio Consultants first reported a position in WTW in Q2 2015 and has held it in 9 quarters since. The position peaked at $46K in Q4 2016. 400 funds tracked by Wall St. Rank hold WTW as of Q2 2017.

Independent Portfolio Consultants held 299 shares of Willis Towers Watson worth $43K as of Q2 2017.
Independent Portfolio Consultants sold 45 Willis Towers Watson shares in Q2 2017, an estimated $6.29K.
Willis Towers Watson made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #533 holding.
Independent Portfolio Consultants first reported a position in Willis Towers Watson in Q2 2015 and has held it in 9 quarters since.
Independent Portfolio Consultants's Willis Towers Watson position peaked at $46K in Q4 2016.
400 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.