PAS
WTW icon

Partnervest Advisory Services’s Willis Towers Watson WTW Stock Holding History

Partnervest Advisory Services’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
2013
Q4 		– Sell
-783
Closed -$90K – 1088
2013
Q3 		$90K Hold
783
– – 0.05% 205
2013
Q2 		$85K Buy
+783
New +$82.9K 0.04% 175

Other funds holding WTW

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Partnervest Advisory Services's WTW Position: Q4 2013 in Review

Partnervest Advisory Services sold out of Willis Towers Watson (WTW) in Q4 2013, closing a stake of 783 shares — an estimated $90K sold.

Partnervest Advisory Services first reported a position in WTW in Q2 2013 and held it in 2 quarters. The position peaked at $90K in Q3 2013. 253 funds tracked by Wall St. Rank hold WTW as of Q4 2013.

  • Partnervest Advisory Services reported no remaining Willis Towers Watson position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 783 Willis Towers Watson shares in Q4 2013, an estimated $90K.
  • Partnervest Advisory Services first reported a position in Willis Towers Watson in Q2 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's Willis Towers Watson position peaked at $90K in Q3 2013.
  • 253 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.