Braver Wealth Management’s RTX Corp RTX Stock Holding History

Braver Wealth Management’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
2016 Q4	$4.2M	Buy	60,941 +2,059	+3%	+$136K	0.68%	44
2016 Q3	$3.77M	Buy	58,882 +351	+0.6%	+$23.3K	0.63%	50
2016 Q2	$3.78M	Buy	58,531 +21,299	+57%	+$1.36M	0.64%	44
2016 Q1	$2.35M	Buy	+37,232	New	+$2.16M	0.39%	64
2015 Q3	–	Sell	-27,707	Closed	-$1.93M	–	91
2015 Q2	$1.93M	Buy	27,707 +252	+0.9%	+$18.5K	0.47%	51
2015 Q1	$2.02M	Sell	27,455 -732	-3%	-$54.7K	0.42%	49
2014 Q4	$2.04M	Buy	28,187 +4,193	+17%	+$286K	0.42%	43
2014 Q3	$1.59M	Buy	+23,994	New	+$1.65M	0.48%	32

Other funds holding RTX

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Braver Wealth Management's RTX Position: Q4 2016 in Review

Braver Wealth Management increased its RTX Corp (RTX) stake by 3.5% in Q4 2016, buying an estimated $136K and bringing the position to 60,941 shares worth $4.2M. The position accounts for 0.68% of the portfolio, ranked #44.

Braver Wealth Management first reported a position in RTX in Q3 2014 and has held it in 8 quarters since. 1,524 funds tracked by Wall St. Rank hold RTX as of Q4 2016.

Braver Wealth Management held 60,941 shares of RTX Corp worth $4.2M as of Q4 2016.
Braver Wealth Management bought 2,059 RTX Corp shares in Q4 2016, an estimated $136K.
RTX Corp made up 0.68% of Braver Wealth Management's portfolio in Q4 2016, its #44 holding.
Braver Wealth Management first reported a position in RTX Corp in Q3 2014 and has held it in 8 quarters since.
1,524 funds tracked by Wall St. Rank held RTX Corp as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.