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James Investment Research’s Willis Towers Watson WTW Stock Holding History

James Investment Research’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
2016
Q2 		– Sell
-81,161
Closed -$9.63M – 548
2016
Q1 		$9.63M Buy
+81,161
New +$9.34M 0.23% 106

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
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 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 $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

James Investment Research's WTW Position: Q2 2016 in Review

James Investment Research sold out of Willis Towers Watson (WTW) in Q2 2016, closing a stake of 81,161 shares — an estimated $9.63M sold.

James Investment Research first reported a position in WTW in Q1 2016 and held it in 1 quarter. The position peaked at $9.63M in Q1 2016. 404 funds tracked by Wall St. Rank hold WTW as of Q2 2016.

  • James Investment Research reported no remaining Willis Towers Watson position as of Q2 2016 after selling out during the quarter.
  • James Investment Research sold 81,161 Willis Towers Watson shares in Q2 2016, an estimated $9.63M.
  • James Investment Research first reported a position in Willis Towers Watson in Q1 2016 and held it in 1 quarter.
  • James Investment Research's Willis Towers Watson position peaked at $9.63M in Q1 2016.
  • 404 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2016.

Based on James Investment Research's 13F filing for Q2 2016, filed 15 Jul 2016.