PWS
TW

Peloton Wealth Strategists’s TOWERS WATSON & CO COM STK CL A (DE) TW Stock Holding History

Peloton Wealth Strategists’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-8,100
Closed -$1.04M – 83
2015
Q4 		$1.04M Sell
8,100
-200
-2% -$25.6K 0.9% 49
2015
Q3 		$974K Sell
8,300
-4,600
-36% -$570K 0.85% 53
2015
Q2 		$1.62M Buy
+12,900
New +$1.73M 1.29% 38

Other funds holding TW

MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Peloton Wealth Strategists's TW Position: Q1 2016 in Review

Peloton Wealth Strategists sold out of TOWERS WATSON & CO COM STK CL A (DE) (TW) in Q1 2016, closing a stake of 8,100 shares — an estimated $1.04M sold.

Peloton Wealth Strategists first reported a position in TW in Q2 2015 and held it in 3 quarters. The position peaked at $1.62M in Q2 2015. 2 funds tracked by Wall St. Rank hold TW as of Q1 2016.

  • Peloton Wealth Strategists reported no remaining TOWERS WATSON & CO COM STK CL A (DE) position as of Q1 2016 after selling out during the quarter.
  • Peloton Wealth Strategists sold 8,100 TOWERS WATSON & CO COM STK CL A (DE) shares in Q1 2016, an estimated $1.04M.
  • Peloton Wealth Strategists first reported a position in TOWERS WATSON & CO COM STK CL A (DE) in Q2 2015 and held it in 3 quarters.
  • Peloton Wealth Strategists's TOWERS WATSON & CO COM STK CL A (DE) position peaked at $1.62M in Q2 2015.
  • 2 funds tracked by Wall St. Rank held TOWERS WATSON & CO COM STK CL A (DE) as of Q1 2016.

Based on Peloton Wealth Strategists's 13F filing for Q1 2016, filed 13 May 2016.