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Mountain Road Advisors’s Willis Towers Watson WTW Stock Holding History

Mountain Road 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
2020
Q1 		– Sell
-10,000
Closed -$2.02M – 24
2019
Q4 		$2.02M Buy
+10,000
New +$1.92M 3.43% 12

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Mountain Road Advisors's WTW Position: Q1 2020 in Review

Mountain Road Advisors sold out of Willis Towers Watson (WTW) in Q1 2020, closing a stake of 10,000 shares — an estimated $2.02M sold.

Mountain Road Advisors first reported a position in WTW in Q4 2019 and held it in 1 quarter. The position peaked at $2.02M in Q4 2019. 486 funds tracked by Wall St. Rank hold WTW as of Q1 2020.

  • Mountain Road Advisors reported no remaining Willis Towers Watson position as of Q1 2020 after selling out during the quarter.
  • Mountain Road Advisors sold 10,000 Willis Towers Watson shares in Q1 2020, an estimated $2.02M.
  • Mountain Road Advisors first reported a position in Willis Towers Watson in Q4 2019 and held it in 1 quarter.
  • Mountain Road Advisors's Willis Towers Watson position peaked at $2.02M in Q4 2019.
  • 486 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2020.

Based on Mountain Road Advisors's 13F filing for Q1 2020, filed 7 May 2020.