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Symphony Asset Management’s Willis Towers Watson WTW Stock Holding History

Symphony Asset Management’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
-4,186
Closed -$845K – 163
2019
Q4 		$845K Buy
+4,186
New +$802K 0.19% 68
2014
Q3 		– Sell
-8,090
Closed -$928K – 447
2014
Q2 		$928K Buy
+8,090
New +$910K 0.1% 227

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 $3.38T AUM 44.17% 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

Symphony Asset Management's WTW Position: Q1 2020 in Review

Symphony Asset Management sold out of Willis Towers Watson (WTW) in Q1 2020, closing a stake of 4,186 shares — an estimated $845K sold.

Symphony Asset Management first reported a position in WTW in Q2 2014 and held it in 2 quarters. The position peaked at $928K in Q2 2014. 486 funds tracked by Wall St. Rank hold WTW as of Q1 2020.

  • Symphony Asset Management reported no remaining Willis Towers Watson position as of Q1 2020 after selling out during the quarter.
  • Symphony Asset Management sold 4,186 Willis Towers Watson shares in Q1 2020, an estimated $845K.
  • Symphony Asset Management first reported a position in Willis Towers Watson in Q2 2014 and held it in 2 quarters.
  • Symphony Asset Management's Willis Towers Watson position peaked at $928K in Q2 2014.
  • 486 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2020.

Based on Symphony Asset Management's 13F filing for Q1 2020, filed 12 May 2020.