SKK
WTW icon

Shepherd Kaplan Krochuk’s Willis Towers Watson WTW Stock Holding History

Shepherd Kaplan Krochuk’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
2015
Q4 		– Sell
-2,982
Closed -$324K – 447
2015
Q3 		$324K Sell
2,982
-793
-21% -$94.1K 0.09% 175
2015
Q2 		$469K Hold
3,775
– – 0.09% 184
2015
Q1 		$482K Sell
3,775
-6,040
-62% -$741K 0.09% 181
2014
Q4 		$1.17M Buy
9,815
+1,510
+18% +$169K 0.19% 106
2014
Q3 		$911K Buy
8,305
+944
+13% +$105K 0.12% 148
2014
Q2 		$844K Buy
7,361
+1,698
+30% +$191K 0.09% 159
2014
Q1 		$662K Hold
5,663
– – 0.08% 184
2013
Q4 		$672K Hold
5,663
– – 0.09% 167
2013
Q3 		$650K Hold
5,663
– – 0.11% 174
2013
Q2 		$612K Buy
+5,663
New +$600K 0.12% 169

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return