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Mountain Capital Investment Advisors’s Willis Towers Watson WTW Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-16
Closed -$2K – 438
2017
Q3 		$2K Hold
16
– – ﹤0.01% 452
2017
Q2 		$2K Buy
+16
New +$2.23K ﹤0.01% 469

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Mountain Capital Investment Advisors's WTW Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Willis Towers Watson (WTW) in Q4 2017, closing a stake of 16 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in WTW in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 433 funds tracked by Wall St. Rank hold WTW as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Willis Towers Watson position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 16 Willis Towers Watson shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in Willis Towers Watson in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Willis Towers Watson position peaked at $2K in Q3 2017.
  • 433 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.