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Squar Milner Financial Services’s Willis Towers Watson WTW Stock Holding History

Squar Milner Financial Services’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
-14
Closed -$2K – 886
2019
Q4 		$2K Buy
+14
New +$2.68K ﹤0.01% 770

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Citigroup
Citigroup New York $235B 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 $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Squar Milner Financial Services's WTW Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Willis Towers Watson (WTW) in Q1 2020, closing a stake of 14 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in WTW in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 486 funds tracked by Wall St. Rank hold WTW as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Willis Towers Watson position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 14 Willis Towers Watson shares in Q1 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Willis Towers Watson in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Willis Towers Watson position peaked at $2K in Q4 2019.
  • 486 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.