Integrated Wealth Management (Palm Desert)’s TOWERS WATSON & CO COM STK CL A (DE) TW Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio TW Stock Details TW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-4	Closed	-$1K	–	1407
2015 Q4	$1K	Hold	4	–	–	﹤0.01%	1286
2015 Q3	$0	Hold	4	–	–	﹤0.01%	1448
2015 Q2	$1K	Hold	4	–	–	﹤0.01%	1325
2015 Q1	$0	Buy	+4	New	+$501	﹤0.01%	1422

Other funds holding TW

MAM

Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s TW Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of TOWERS WATSON & CO COM STK CL A (DE) (TW) in Q1 2016, closing a stake of 4 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TW in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 2 funds tracked by Wall St. Rank hold TW as of Q1 2016.

Integrated Wealth Management (Palm Desert) reported no remaining TOWERS WATSON & CO COM STK CL A (DE) position as of Q1 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 4 TOWERS WATSON & CO COM STK CL A (DE) shares in Q1 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in TOWERS WATSON & CO COM STK CL A (DE) in Q1 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s TOWERS WATSON & CO COM STK CL A (DE) position peaked at $1K in Q4 2015.
2 funds tracked by Wall St. Rank held TOWERS WATSON & CO COM STK CL A (DE) as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.