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Robert N. Shapiro’s Willis Towers Watson WTW Stock Holding History

Robert N. Shapiro’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
2014
Q2 		– Sell
-10,147
Closed -$1.19M – 800
2014
Q1 		$1.19M Sell
10,147
-565
-5% -$64.3K 0.22% 128
2013
Q4 		$1.27M Sell
10,712
-2,851
-21% -$337K 0.23% 123
2013
Q3 		$1.56M Buy
13,563
+2,976
+28% +$336K 0.27% 111
2013
Q2 		$1.14M Buy
+10,587
New +$1.12M 0.24% 119

Other funds holding WTW

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 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

Robert N. Shapiro's WTW Position: Q2 2014 in Review

Robert N. Shapiro sold out of Willis Towers Watson (WTW) in Q2 2014, closing a stake of 10,147 shares — an estimated $1.19M sold.

Robert N. Shapiro first reported a position in WTW in Q2 2013 and held it in 4 quarters. The position peaked at $1.56M in Q3 2013. 235 funds tracked by Wall St. Rank hold WTW as of Q2 2014.

  • Robert N. Shapiro reported no remaining Willis Towers Watson position as of Q2 2014 after selling out during the quarter.
  • Robert N. Shapiro sold 10,147 Willis Towers Watson shares in Q2 2014, an estimated $1.19M.
  • Robert N. Shapiro first reported a position in Willis Towers Watson in Q2 2013 and held it in 4 quarters.
  • Robert N. Shapiro's Willis Towers Watson position peaked at $1.56M in Q3 2013.
  • 235 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2014.

Based on Robert N. Shapiro's 13F filing for Q2 2014, filed 11 Sep 2014.