KA
WTW icon

Klingman & Associates’s Willis Towers Watson WTW Stock Holding History

Klingman & Associates’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
Q4 		– Sell
-37
Closed -$5K – 322
2016
Q3 		$5K Hold
37
– – ﹤0.01% 330
2016
Q2 		$5K Buy
+37
New +$4.57K ﹤0.01% 333
2016
Q1 		– Sell
-38
Closed -$5K – 409
2015
Q4 		$5K Hold
38
– – ﹤0.01% 336
2015
Q3 		$4K Hold
38
– – ﹤0.01% 373
2015
Q2 		$5K Hold
38
– – ﹤0.01% 349
2015
Q1 		$5K Hold
38
– – ﹤0.01% 318
2014
Q4 		$4K Buy
+38
New +$4.25K ﹤0.01% 338

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Klingman & Associates's WTW Position: Q4 2016 in Review

Klingman & Associates sold out of Willis Towers Watson (WTW) in Q4 2016, closing a stake of 37 shares — an estimated $5K sold.

Klingman & Associates first reported a position in WTW in Q4 2014 and held it in 7 quarters. The position peaked at $5K in Q3 2016. 391 funds tracked by Wall St. Rank hold WTW as of Q4 2016.

  • Klingman & Associates reported no remaining Willis Towers Watson position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 37 Willis Towers Watson shares in Q4 2016, an estimated $5K.
  • Klingman & Associates first reported a position in Willis Towers Watson in Q4 2014 and held it in 7 quarters.
  • Klingman & Associates's Willis Towers Watson position peaked at $5K in Q3 2016.
  • 391 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.