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Legacy Wealth Management (Tennessee)’s Willis Towers Watson WTW Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q3 		– Sell
-1,406
Closed -$213K – 13
2018
Q2 		$213K Hold
1,406
– – 0.05% 13
2018
Q1 		$214K Buy
+1,406
New +$221K 0.05% 13

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s WTW Position: Q3 2018 in Review

Legacy Wealth Management (Tennessee) sold out of Willis Towers Watson (WTW) in Q3 2018, closing a stake of 1,406 shares — an estimated $213K sold.

Legacy Wealth Management (Tennessee) first reported a position in WTW in Q1 2018 and held it in 2 quarters. The position peaked at $214K in Q1 2018. 420 funds tracked by Wall St. Rank hold WTW as of Q3 2018.

  • Legacy Wealth Management (Tennessee) reported no remaining Willis Towers Watson position as of Q3 2018 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 1,406 Willis Towers Watson shares in Q3 2018, an estimated $213K.
  • Legacy Wealth Management (Tennessee) first reported a position in Willis Towers Watson in Q1 2018 and held it in 2 quarters.
  • Legacy Wealth Management (Tennessee)'s Willis Towers Watson position peaked at $214K in Q1 2018.
  • 420 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2018.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q3 2018, filed 10 Oct 2018.