IIM
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Ivory Investment Management’s Willis Towers Watson WTW Stock Holding History

Ivory Investment Management’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
Q1 		– Sell
-503,454
Closed -$61.6M – 69
2016
Q4 		$61.6M Sell
503,454
-23,458
-4% -$2.92M 2.52% 15
2016
Q3 		$70M Sell
526,912
-6,715
-1% -$836K 2.08% 17
2016
Q2 		$66.3M Sell
533,627
-252,134
-32% -$31.1M 2.31% 14
2016
Q1 		$93.2M Buy
+785,761
New +$90.5M 3.25% 8
2014
Q2 		– Sell
-9,578
Closed -$1.12M – 186
2014
Q1 		$1.12M Buy
9,578
+941
+11% +$107K 0.05% 169
2013
Q4 		$1.02M Sell
8,637
-3,546
-29% -$419K 0.06% 165
2013
Q3 		$1.4M Buy
12,183
+2,427
+25% +$274K 0.09% 116
2013
Q2 		$1.05M Buy
+9,756
New +$1.03M 0.06% 142

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return