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Rikoon Group’s Willis Towers Watson WTW Stock Holding History

Rikoon 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
2017
Q4 		– Sell
-1,582
Closed -$245K – 169
2017
Q3 		$245K Sell
1,582
-25
-2% -$3.73K 0.11% 148
2017
Q2 		$234K Hold
1,607
– – 0.1% 152
2017
Q1 		$213K Buy
+1,607
New +$204K 0.09% 163
2016
Q4 		– Sell
-1,639
Closed -$217K – 176
2016
Q3 		$217K Buy
+1,639
New +$204K 0.17% 123

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Rikoon Group's WTW Position: Q4 2017 in Review

Rikoon Group sold out of Willis Towers Watson (WTW) in Q4 2017, closing a stake of 1,582 shares — an estimated $245K sold.

Rikoon Group first reported a position in WTW in Q3 2016 and held it in 4 quarters. The position peaked at $245K in Q3 2017. 433 funds tracked by Wall St. Rank hold WTW as of Q4 2017.

  • Rikoon Group reported no remaining Willis Towers Watson position as of Q4 2017 after selling out during the quarter.
  • Rikoon Group sold 1,582 Willis Towers Watson shares in Q4 2017, an estimated $245K.
  • Rikoon Group first reported a position in Willis Towers Watson in Q3 2016 and held it in 4 quarters.
  • Rikoon Group's Willis Towers Watson position peaked at $245K in Q3 2017.
  • 433 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2017.

Based on Rikoon Group's 13F filing for Q4 2017, filed 27 Feb 2018.