LPL Financial
TW

LPL Financial’s TOWERS WATSON & CO COM STK CL A (DE) TW Stock Holding History

LPL Financial’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
-3,809
Closed -$397K – 2834
2014
Q2 		$397K Sell
3,809
-186
-5% -$20.3K ﹤0.01% 1981
2014
Q1 		$456K Buy
3,995
+366
+10% +$42.6K ﹤0.01% 1807
2013
Q4 		$463K Sell
3,629
-3,087
-46% -$359K ﹤0.01% 1778
2013
Q3 		$795K Buy
6,716
+3,347
+99% +$294K 0.01% 1326
2013
Q2 		$276K Buy
+3,369
New +$253K ﹤0.01% 1968

Other funds holding TW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.9T AUM 41.92% 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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LPL Financial's TW Position: Q3 2014 in Review

LPL Financial sold out of TOWERS WATSON & CO COM STK CL A (DE) (TW) in Q3 2014, closing a stake of 3,809 shares — an estimated $397K sold.

LPL Financial first reported a position in TW in Q2 2013 and held it in 5 quarters. The position peaked at $795K in Q3 2013. 319 funds tracked by Wall St. Rank hold TW as of Q3 2014.

  • LPL Financial reported no remaining TOWERS WATSON & CO COM STK CL A (DE) position as of Q3 2014 after selling out during the quarter.
  • LPL Financial sold 3,809 TOWERS WATSON & CO COM STK CL A (DE) shares in Q3 2014, an estimated $397K.
  • LPL Financial first reported a position in TOWERS WATSON & CO COM STK CL A (DE) in Q2 2013 and held it in 5 quarters.
  • LPL Financial's TOWERS WATSON & CO COM STK CL A (DE) position peaked at $795K in Q3 2013.
  • 319 funds tracked by Wall St. Rank held TOWERS WATSON & CO COM STK CL A (DE) as of Q3 2014.

Based on LPL Financial's 13F filing for Q3 2014, filed 10 Nov 2014.