Kaizen Advisory’s Willis Towers Watson WTW Stock Holding History

Kaizen Advisory’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 Q4	$54K	Buy	356 +25	+8%	+$3.74K	0.04%	314
2018 Q3	$47K	Hold	331	–	–	0.02%	347
2018 Q2	$50K	Buy	331 +206	+165%	+$31.4K	0.03%	339
2018 Q1	$19K	Hold	125	–	–	0.02%	349
2017 Q4	$19K	Buy	+125	New	+$19.7K	0.01%	344

Other funds holding WTW

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kaizen Advisory's WTW Position: Q4 2018 in Review

Kaizen Advisory increased its Willis Towers Watson (WTW) stake by 7.6% in Q4 2018, buying an estimated $3.74K and bringing the position to 356 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #314.

Kaizen Advisory first reported a position in WTW in Q4 2017 and has held it in 5 quarters since. 420 funds tracked by Wall St. Rank hold WTW as of Q4 2018.

Kaizen Advisory held 356 shares of Willis Towers Watson worth $54K as of Q4 2018.
Kaizen Advisory bought 25 Willis Towers Watson shares in Q4 2018, an estimated $3.74K.
Willis Towers Watson made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #314 holding.
Kaizen Advisory first reported a position in Willis Towers Watson in Q4 2017 and has held it in 5 quarters since.
420 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.