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OTA Financial Group’s Willis Towers Watson WTW Stock Holding History

OTA Financial Group’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
2016
Q1 		– Sell
-5,405
Closed -$586K – 72
2015
Q4 		$586K Buy
+5,405
New +$641K 1.41% 19

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
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

OTA Financial Group's WTW Position: Q1 2016 in Review

OTA Financial Group sold out of Willis Towers Watson (WTW) in Q1 2016, closing a stake of 5,405 shares — an estimated $586K sold.

OTA Financial Group first reported a position in WTW in Q4 2015 and held it in 1 quarter. The position peaked at $586K in Q4 2015. 402 funds tracked by Wall St. Rank hold WTW as of Q1 2016.

  • OTA Financial Group reported no remaining Willis Towers Watson position as of Q1 2016 after selling out during the quarter.
  • OTA Financial Group sold 5,405 Willis Towers Watson shares in Q1 2016, an estimated $586K.
  • OTA Financial Group first reported a position in Willis Towers Watson in Q4 2015 and held it in 1 quarter.
  • OTA Financial Group's Willis Towers Watson position peaked at $586K in Q4 2015.
  • 402 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2016.

Based on OTA Financial Group's 13F filing for Q1 2016, filed 27 May 2016.