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Rowland Carmichael Advisors’s Willis Towers Watson WTW Stock Holding History

Rowland Carmichael 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
2017
Q3 		– Sell
-3,036
Closed -$442K – 309
2017
Q2 		$442K Sell
3,036
-3,534
-54% -$494K 0.26% 123
2017
Q1 		$860K Sell
6,570
-1,536
-19% -$195K 0.52% 54
2016
Q4 		$991K Hold
8,106
– – 0.58% 47
2016
Q3 		$1.08M Hold
8,106
– – 0.69% 43
2016
Q2 		$1.01M Buy
8,106
+5,312
+190% +$656K 0.63% 45
2016
Q1 		$332K Buy
+2,794
New +$322K 0.31% 104

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Rowland Carmichael Advisors's WTW Position: Q3 2017 in Review

Rowland Carmichael Advisors sold out of Willis Towers Watson (WTW) in Q3 2017, closing a stake of 3,036 shares — an estimated $442K sold.

Rowland Carmichael Advisors first reported a position in WTW in Q1 2016 and held it in 6 quarters. The position peaked at $1.08M in Q3 2016. 422 funds tracked by Wall St. Rank hold WTW as of Q3 2017.

  • Rowland Carmichael Advisors reported no remaining Willis Towers Watson position as of Q3 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 3,036 Willis Towers Watson shares in Q3 2017, an estimated $442K.
  • Rowland Carmichael Advisors first reported a position in Willis Towers Watson in Q1 2016 and held it in 6 quarters.
  • Rowland Carmichael Advisors's Willis Towers Watson position peaked at $1.08M in Q3 2016.
  • 422 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2017, filed 10 Feb 2020.