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Optimum Investment Advisors’s Willis Towers Watson WTW Stock Holding History

Optimum 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
2014
Q4 		– Sell
-61
Closed -$7K – 1027
2014
Q3 		$7K Hold
61
– – ﹤0.01% 808
2014
Q2 		$7K Hold
61
– – ﹤0.01% 824
2014
Q1 		$7K Hold
61
– – ﹤0.01% 641
2013
Q4 		$7K Hold
61
– – ﹤0.01% 643
2013
Q3 		$7K Buy
+61
New +$6.89K ﹤0.01% 614

Other funds holding WTW

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Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Optimum Investment Advisors's WTW Position: Q4 2014 in Review

Optimum Investment Advisors sold out of Willis Towers Watson (WTW) in Q4 2014, closing a stake of 61 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in WTW in Q3 2013 and held it in 5 quarters. The position peaked at $7K in Q3 2014. 240 funds tracked by Wall St. Rank hold WTW as of Q4 2014.

  • Optimum Investment Advisors reported no remaining Willis Towers Watson position as of Q4 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 61 Willis Towers Watson shares in Q4 2014, an estimated $7K.
  • Optimum Investment Advisors first reported a position in Willis Towers Watson in Q3 2013 and held it in 5 quarters.
  • Optimum Investment Advisors's Willis Towers Watson position peaked at $7K in Q3 2014.
  • 240 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2014.

Based on Optimum Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.