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Reilly Financial Advisors’s Willis Towers Watson WTW Stock Holding History

Reilly Financial 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
2019
Q3 		– Sell
-200
Closed -$38K – 981
2019
Q2 		$38K Hold
200
– – ﹤0.01% 404
2019
Q1 		$35K Hold
200
– – ﹤0.01% 418
2018
Q4 		$30K Hold
200
– – ﹤0.01% 414
2018
Q3 		$28K Buy
+200
New +$30.2K ﹤0.01% 478

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Reilly Financial Advisors's WTW Position: Q3 2019 in Review

Reilly Financial Advisors sold out of Willis Towers Watson (WTW) in Q3 2019, closing a stake of 200 shares — an estimated $38K sold.

Reilly Financial Advisors first reported a position in WTW in Q3 2018 and held it in 4 quarters. The position peaked at $38K in Q2 2019. 481 funds tracked by Wall St. Rank hold WTW as of Q3 2019.

  • Reilly Financial Advisors reported no remaining Willis Towers Watson position as of Q3 2019 after selling out during the quarter.
  • Reilly Financial Advisors sold 200 Willis Towers Watson shares in Q3 2019, an estimated $38K.
  • Reilly Financial Advisors first reported a position in Willis Towers Watson in Q3 2018 and held it in 4 quarters.
  • Reilly Financial Advisors's Willis Towers Watson position peaked at $38K in Q2 2019.
  • 481 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2019.

Based on Reilly Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.