LPT
TW

Legacy Private Trust’s TOWERS WATSON & CO COM STK CL A (DE) TW Stock Holding History

Legacy Private Trust’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,000
Closed -$208K – 274
2014
Q2 		$208K Sell
2,000
-1,680
-46% -$184K 0.03% 247
2014
Q1 		$420K Sell
3,680
-70
-2% -$8.15K 0.07% 152
2013
Q4 		$479K Buy
+3,750
New +$436K 0.09% 141

Other funds holding TW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Legacy Private Trust's TW Position: Q3 2014 in Review

Legacy Private Trust sold out of TOWERS WATSON & CO COM STK CL A (DE) (TW) in Q3 2014, closing a stake of 2,000 shares — an estimated $208K sold.

Legacy Private Trust first reported a position in TW in Q4 2013 and held it in 3 quarters. The position peaked at $479K in Q4 2013. 319 funds tracked by Wall St. Rank hold TW as of Q3 2014.

  • Legacy Private Trust reported no remaining TOWERS WATSON & CO COM STK CL A (DE) position as of Q3 2014 after selling out during the quarter.
  • Legacy Private Trust sold 2,000 TOWERS WATSON & CO COM STK CL A (DE) shares in Q3 2014, an estimated $208K.
  • Legacy Private Trust first reported a position in TOWERS WATSON & CO COM STK CL A (DE) in Q4 2013 and held it in 3 quarters.
  • Legacy Private Trust's TOWERS WATSON & CO COM STK CL A (DE) position peaked at $479K in Q4 2013.
  • 319 funds tracked by Wall St. Rank held TOWERS WATSON & CO COM STK CL A (DE) as of Q3 2014.

Based on Legacy Private Trust's 13F filing for Q3 2014, filed 14 Oct 2014.