WRF
TW

Waddell & Reed Financial’s TOWERS WATSON & CO COM STK CL A (DE) TW Stock Holding History

Waddell & Reed Financial’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
2016
Q1 		– Sell
-1,099,620
Closed -$141M – 674
2015
Q4 		$141M Sell
1,099,620
-231,936
-17% -$29.7M 0.23% 109
2015
Q3 		$156M Buy
1,331,556
+383,068
+40% +$47.4M 0.26% 97
2015
Q2 		$119M Buy
948,488
+83,343
+10% +$11.2M 0.17% 148
2015
Q1 		$114M Buy
+865,145
New +$108M 0.16% 150
2013
Q4 		– Sell
-85,100
Closed -$9.1M – 600
2013
Q3 		$9.1M Buy
+85,100
New +$7.49M 0.02% 424

Other funds holding TW

MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Waddell & Reed Financial's TW Position: Q1 2016 in Review

Waddell & Reed Financial sold out of TOWERS WATSON & CO COM STK CL A (DE) (TW) in Q1 2016, closing a stake of 1,099,620 shares — an estimated $141M sold.

Waddell & Reed Financial first reported a position in TW in Q3 2013 and held it in 5 quarters. The position peaked at $156M in Q3 2015. 2 funds tracked by Wall St. Rank hold TW as of Q1 2016.

  • Waddell & Reed Financial reported no remaining TOWERS WATSON & CO COM STK CL A (DE) position as of Q1 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 1,099,620 TOWERS WATSON & CO COM STK CL A (DE) shares in Q1 2016, an estimated $141M.
  • Waddell & Reed Financial first reported a position in TOWERS WATSON & CO COM STK CL A (DE) in Q3 2013 and held it in 5 quarters.
  • Waddell & Reed Financial's TOWERS WATSON & CO COM STK CL A (DE) position peaked at $156M in Q3 2015.
  • 2 funds tracked by Wall St. Rank held TOWERS WATSON & CO COM STK CL A (DE) as of Q1 2016.

Based on Waddell & Reed Financial's 13F filing for Q1 2016, filed 13 May 2016.