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Intellectus Partners’s Willis Towers Watson WTW Stock Holding History

Intellectus 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
Q1 		– Sell
-905
Closed -$137K – 639
2017
Q4 		$137K Sell
905
-984
-52% -$155K 0.05% 253
2017
Q3 		$292K Hold
1,889
– – 0.12% 178
2017
Q2 		$276K Sell
1,889
-58
-3% -$8.1K 0.12% 168
2017
Q1 		$256K Sell
1,947
-93
-5% -$11.8K 0.13% 157
2016
Q4 		$250K Buy
+2,040
New +$254K 0.13% 154

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
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Intellectus Partners's WTW Position: Q1 2018 in Review

Intellectus Partners sold out of Willis Towers Watson (WTW) in Q1 2018, closing a stake of 905 shares — an estimated $137K sold.

Intellectus Partners first reported a position in WTW in Q4 2016 and held it in 5 quarters. The position peaked at $292K in Q3 2017. 434 funds tracked by Wall St. Rank hold WTW as of Q1 2018.

  • Intellectus Partners reported no remaining Willis Towers Watson position as of Q1 2018 after selling out during the quarter.
  • Intellectus Partners sold 905 Willis Towers Watson shares in Q1 2018, an estimated $137K.
  • Intellectus Partners first reported a position in Willis Towers Watson in Q4 2016 and held it in 5 quarters.
  • Intellectus Partners's Willis Towers Watson position peaked at $292K in Q3 2017.
  • 434 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2018.

Based on Intellectus Partners's 13F filing for Q1 2018, filed 15 May 2018.