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Aris Wealth Services’s RTX Corp RTX Stock Holding History

Aris Wealth Services’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$72K Sell
1,284
-3,254
-72% -$200K 0.15% 67
2015
Q2 		$317K Buy
4,538
+2,595
+134% +$190K 0.29% 85
2015
Q1 		$143K Buy
+1,943
New +$145K 0.13% 119

Other funds holding RTX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aris Wealth Services's RTX Position: Q3 2015 in Review

Aris Wealth Services reduced its RTX Corp (RTX) stake by 72% in Q3 2015, selling an estimated $200K and leaving 1,284 shares worth $72K. The position accounts for 0.15% of the portfolio, ranked #67.

Aris Wealth Services first reported a position in RTX in Q1 2015 and has held it in 3 quarters since. The position peaked at $317K in Q2 2015. 1,390 funds tracked by Wall St. Rank hold RTX as of Q3 2015.

  • Aris Wealth Services held 1,284 shares of RTX Corp worth $72K as of Q3 2015.
  • Aris Wealth Services sold 3,254 RTX Corp shares in Q3 2015, an estimated $200K.
  • RTX Corp made up 0.15% of Aris Wealth Services's portfolio in Q3 2015, its #67 holding.
  • Aris Wealth Services first reported a position in RTX Corp in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's RTX Corp position peaked at $317K in Q2 2015.
  • 1,390 funds tracked by Wall St. Rank held RTX Corp as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.