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Portfolio Solutions’s Willis Towers Watson WTW Stock Holding History

Portfolio Solutions’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
2018
Q2 		– Sell
-50
Closed -$8K – 184
2018
Q1 		$8K Hold
50
– – ﹤0.01% 138
2017
Q4 		$8K Buy
+50
New +$7.9K ﹤0.01% 131

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Portfolio Solutions's WTW Position: Q2 2018 in Review

Portfolio Solutions sold out of Willis Towers Watson (WTW) in Q2 2018, closing a stake of 50 shares — an estimated $8K sold.

Portfolio Solutions first reported a position in WTW in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 412 funds tracked by Wall St. Rank hold WTW as of Q2 2018.

  • Portfolio Solutions reported no remaining Willis Towers Watson position as of Q2 2018 after selling out during the quarter.
  • Portfolio Solutions sold 50 Willis Towers Watson shares in Q2 2018, an estimated $8K.
  • Portfolio Solutions first reported a position in Willis Towers Watson in Q4 2017 and held it in 2 quarters.
  • Portfolio Solutions's Willis Towers Watson position peaked at $8K in Q1 2018.
  • 412 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.