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Winifred I. Li’s Willis Towers Watson WTW Stock Holding History

Winifred I. Li’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
Q2 		– Sell
-3,945
Closed -$462K – 399
2014
Q1 		$462K Sell
3,945
-326
-8% -$37.1K 0.4% 88
2013
Q4 		$507K Hold
4,271
– – 0.44% 82
2013
Q3 		$490K Sell
4,271
-76
-2% -$8.58K 0.45% 80
2013
Q2 		$470K Buy
+4,347
New +$460K 0.44% 78

Other funds holding WTW

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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 $544B AUM 28.31% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Winifred I. Li's WTW Position: Q2 2014 in Review

Winifred I. Li sold out of Willis Towers Watson (WTW) in Q2 2014, closing a stake of 3,945 shares — an estimated $462K sold.

Winifred I. Li first reported a position in WTW in Q2 2013 and held it in 4 quarters. The position peaked at $507K in Q4 2013. 235 funds tracked by Wall St. Rank hold WTW as of Q2 2014.

  • Winifred I. Li reported no remaining Willis Towers Watson position as of Q2 2014 after selling out during the quarter.
  • Winifred I. Li sold 3,945 Willis Towers Watson shares in Q2 2014, an estimated $462K.
  • Winifred I. Li first reported a position in Willis Towers Watson in Q2 2013 and held it in 4 quarters.
  • Winifred I. Li's Willis Towers Watson position peaked at $507K in Q4 2013.
  • 235 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2014.

Based on Winifred I. Li's 13F filing for Q2 2014, filed 11 Sep 2014.