United Capital Financial Advisors’s TOWERS WATSON & CO COM STK CL A (DE) TW Stock Holding History

United Capital Financial Advisors’s Portfolio TW Stock Details TW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-1,596	Closed	-$203K	–	1334
2015 Q1	$203K	Sell	1,596 -1,081	-40%	-$135K	﹤0.01%	1183
2014 Q4	$303K	Sell	2,677 -95	-3%	-$10.5K	﹤0.01%	960
2014 Q3	$276K	Sell	2,772 -9,537	-77%	-$1.01M	﹤0.01%	955
2014 Q2	$1.28M	Sell	12,309 -304	-2%	-$33.2K	0.02%	509
2014 Q1	$1.44M	Buy	12,613 +983	+8%	+$114K	0.03%	415
2013 Q4	$1.48M	Buy	11,630 +7,244	+165%	+$843K	0.05%	284
2013 Q3	$469K	Buy	4,386 +1,717	+64%	+$151K	0.02%	457
2013 Q2	$219K	Buy	+2,669	New	+$201K	0.01%	643

Other funds holding TW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's TW Position: Q2 2015 in Review

United Capital Financial Advisors sold out of TOWERS WATSON & CO COM STK CL A (DE) (TW) in Q2 2015, closing a stake of 1,596 shares — an estimated $203K sold.

United Capital Financial Advisors first reported a position in TW in Q2 2013 and held it in 8 quarters. The position peaked at $1.48M in Q4 2013. 355 funds tracked by Wall St. Rank hold TW as of Q2 2015.

United Capital Financial Advisors reported no remaining TOWERS WATSON & CO COM STK CL A (DE) position as of Q2 2015 after selling out during the quarter.
United Capital Financial Advisors sold 1,596 TOWERS WATSON & CO COM STK CL A (DE) shares in Q2 2015, an estimated $203K.
United Capital Financial Advisors first reported a position in TOWERS WATSON & CO COM STK CL A (DE) in Q2 2013 and held it in 8 quarters.
United Capital Financial Advisors's TOWERS WATSON & CO COM STK CL A (DE) position peaked at $1.48M in Q4 2013.
355 funds tracked by Wall St. Rank held TOWERS WATSON & CO COM STK CL A (DE) as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.