Wealthfront’s Willis Towers Watson WTW Stock Holding History

Wealthfront’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
2018 Q3	$751K	Buy	5,325 +3,401	+177%	+$514K	0.01%	318
2018 Q2	$292K	Sell	1,924 -280	-13%	-$42.6K	﹤0.01%	441
2018 Q1	$335K	Buy	2,204 +188	+9%	+$29.5K	﹤0.01%	425
2017 Q4	$304K	Sell	2,016 -11	-0.5%	-$1.74K	﹤0.01%	427
2017 Q3	$313K	Buy	2,027 +145	+8%	+$21.7K	﹤0.01%	413
2017 Q2	$274K	Buy	1,882 +267	+17%	+$37.3K	﹤0.01%	396
2017 Q1	$211K	Buy	+1,615	New	+$205K	﹤0.01%	416
2016 Q4	–	Sell	-1,722	Closed	-$229K	–	404
2016 Q3	$229K	Buy	+1,722	New	+$214K	0.01%	342

Other funds holding WTW

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Wealthfront's WTW Position: Q3 2018 in Review

Wealthfront increased its Willis Towers Watson (WTW) stake by 177% in Q3 2018, buying an estimated $514K and bringing the position to 5,325 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #318.

Wealthfront first reported a position in WTW in Q3 2016 and has held it in 8 quarters since. 421 funds tracked by Wall St. Rank hold WTW as of Q3 2018.

Wealthfront held 5,325 shares of Willis Towers Watson worth $751K as of Q3 2018.
Wealthfront bought 3,401 Willis Towers Watson shares in Q3 2018, an estimated $514K.
Willis Towers Watson made up 0.01% of Wealthfront's portfolio in Q3 2018, its #318 holding.
Wealthfront first reported a position in Willis Towers Watson in Q3 2016 and has held it in 8 quarters since.
421 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.