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Simon Quick Advisors’s Willis Towers Watson WTW Stock Holding History

Simon Quick 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
2020
Q1 		– Sell
-28
Closed -$6K – 722
2019
Q4 		$6K Buy
+28
New +$5.37K ﹤0.01% 477
2018
Q1 		– Sell
-166
Closed -$27K – 425
2017
Q4 		$27K Buy
+166
New +$26.2K 0.01% 281

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 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

Simon Quick Advisors's WTW Position: Q1 2020 in Review

Simon Quick Advisors sold out of Willis Towers Watson (WTW) in Q1 2020, closing a stake of 28 shares — an estimated $6K sold.

Simon Quick Advisors first reported a position in WTW in Q4 2017 and held it in 2 quarters. The position peaked at $27K in Q4 2017. 486 funds tracked by Wall St. Rank hold WTW as of Q1 2020.

  • Simon Quick Advisors reported no remaining Willis Towers Watson position as of Q1 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 28 Willis Towers Watson shares in Q1 2020, an estimated $6K.
  • Simon Quick Advisors first reported a position in Willis Towers Watson in Q4 2017 and held it in 2 quarters.
  • Simon Quick Advisors's Willis Towers Watson position peaked at $27K in Q4 2017.
  • 486 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.