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Welch Capital Partners’s Willis Towers Watson WTW Stock Holding History

Welch Capital Partners’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
2014
Q3 		– Sell
-48,069
Closed -$5.51M – 41
2014
Q2 		$5.51M Sell
48,069
-6,664
-12% -$750K 1.94% 24
2014
Q1 		$6.4M Sell
54,733
-17,444
-24% -$1.98M 2.28% 20
2013
Q4 		$8.57M Buy
+72,177
New +$8.53M 2.87% 17

Other funds holding WTW

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Welch Capital Partners's WTW Position: Q3 2014 in Review

Welch Capital Partners sold out of Willis Towers Watson (WTW) in Q3 2014, closing a stake of 48,069 shares — an estimated $5.51M sold.

Welch Capital Partners first reported a position in WTW in Q4 2013 and held it in 3 quarters. The position peaked at $8.57M in Q4 2013. 231 funds tracked by Wall St. Rank hold WTW as of Q3 2014.

  • Welch Capital Partners reported no remaining Willis Towers Watson position as of Q3 2014 after selling out during the quarter.
  • Welch Capital Partners sold 48,069 Willis Towers Watson shares in Q3 2014, an estimated $5.51M.
  • Welch Capital Partners first reported a position in Willis Towers Watson in Q4 2013 and held it in 3 quarters.
  • Welch Capital Partners's Willis Towers Watson position peaked at $8.57M in Q4 2013.
  • 231 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2014.

Based on Welch Capital Partners's 13F filing for Q3 2014, filed 6 Nov 2014.