Zeke Capital Advisors’s Willis Towers Watson WTW Stock Holding History

Zeke Capital Advisors’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 Q4	–	Sell	-2,717	Closed	-$383K	–	658
2018 Q3	$383K	Sell	2,717 -139	-5%	-$21K	0.03%	460
2018 Q2	$433K	Hold	2,856	–	–	0.04%	335
2018 Q1	$435K	Buy	2,856 +429	+18%	+$67.3K	0.04%	364
2017 Q4	$366K	Buy	2,427 +77	+3%	+$12.2K	0.04%	352
2017 Q3	$362K	Buy	+2,350	New	+$351K	0.05%	288

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Zeke Capital Advisors's WTW Position: Q4 2018 in Review

Zeke Capital Advisors sold out of Willis Towers Watson (WTW) in Q4 2018, closing a stake of 2,717 shares — an estimated $383K sold.

Zeke Capital Advisors first reported a position in WTW in Q3 2017 and held it in 5 quarters. The position peaked at $435K in Q1 2018. 420 funds tracked by Wall St. Rank hold WTW as of Q4 2018.

Zeke Capital Advisors reported no remaining Willis Towers Watson position as of Q4 2018 after selling out during the quarter.
Zeke Capital Advisors sold 2,717 Willis Towers Watson shares in Q4 2018, an estimated $383K.
Zeke Capital Advisors first reported a position in Willis Towers Watson in Q3 2017 and held it in 5 quarters.
Zeke Capital Advisors's Willis Towers Watson position peaked at $435K in Q1 2018.
420 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2018.

Based on Zeke Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.