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Ladenburg Thalmann Financial Services’s Willis Towers Watson WTW Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$285K Buy
1,405
+49
+4% +$9.39K ﹤0.01% 2241
2019
Q3 		$262K Sell
1,356
-55
-4% -$10.7K ﹤0.01% 2260
2019
Q2 		$271K Buy
1,411
+9
+0.6% +$1.63K ﹤0.01% 2229
2019
Q1 		$246K Buy
1,402
+231
+20% +$38.3K ﹤0.01% 2244
2018
Q4 		$179K Buy
1,171
+620
+113% +$92.8K ﹤0.01% 2318
2018
Q3 		$77K Sell
551
-273
-33% -$41.3K ﹤0.01% 3017
2018
Q2 		$125K Hold
824
– – ﹤0.01% 2615
2018
Q1 		$125K Sell
824
-88
-10% -$13.8K ﹤0.01% 2615
2017
Q4 		$137K Buy
912
+93
+11% +$14.7K ﹤0.01% 2502
2017
Q3 		$127K Sell
819
-335
-29% -$50K ﹤0.01% 2446
2017
Q2 		$168K Sell
1,154
-309
-21% -$43.2K ﹤0.01% 2145
2017
Q1 		$192K Sell
1,463
-132
-8% -$16.8K ﹤0.01% 1941
2016
Q4 		$198K Buy
1,595
+3
+0.2% +$374 ﹤0.01% 1833
2016
Q3 		$211K Hold
1,592
– – ﹤0.01% 1720
2016
Q2 		$198K Sell
1,592
-347
-18% -$42.8K ﹤0.01% 1694
2016
Q1 		$230K Buy
1,939
+1,344
+226% +$155K ﹤0.01% 1519
2015
Q4 		$75K Buy
595
+319
+116% +$37.8K ﹤0.01% 2282
2015
Q3 		$30K Buy
276
+143
+108% +$17K ﹤0.01% 2827
2015
Q2 		$16K Sell
133
-144
-52% -$18.3K ﹤0.01% 3393
2015
Q1 		$36K Buy
277
+57
+26% +$7K ﹤0.01% 2806
2014
Q4 		$26K Buy
220
+18
+9% +$2.01K ﹤0.01% 2819
2014
Q3 		$22K Sell
202
-3
-1% -$333 ﹤0.01% 2605
2014
Q2 		$24K Buy
205
+8
+4% +$900 ﹤0.01% 2528
2014
Q1 		$23K Sell
197
-43
-18% -$4.89K ﹤0.01% 2492
2013
Q4 		$28K Buy
240
+32
+15% +$3.78K ﹤0.01% 2327
2013
Q3 		$25K Hold
208
– – ﹤0.01% 2305
2013
Q2 		$24K Buy
+208
New +$22K ﹤0.01% 2224

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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 $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ladenburg Thalmann Financial Services's WTW Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Willis Towers Watson (WTW) stake by 3.6% in Q4 2019, buying an estimated $9.39K and bringing the position to 1,405 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #2241.

Ladenburg Thalmann Financial Services first reported a position in WTW in Q2 2013 and has held it in 27 quarters since. 492 funds tracked by Wall St. Rank hold WTW as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,405 shares of Willis Towers Watson worth $285K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 49 Willis Towers Watson shares in Q4 2019, an estimated $9.39K.
  • Willis Towers Watson made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2241 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Willis Towers Watson in Q2 2013 and has held it in 27 quarters since.
  • 492 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.