Creative Planning
RTN

Creative Planning’s Raytheon Company RTN Stock Holding History

Creative Planning’s Portfolio RTN Stock Details RTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,100
Closed -$4K – 4646
2015
Q4 		$4K Buy
+1,100
New +$132K ﹤0.01% 3833

Other funds holding RTN

PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
VW
Vantage Wealth Pasadena, California $463M AUM 18.98% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
ALAM
Asahi Life Asset Management Tokyo, Japan $155M AUM 28.74% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.69B AUM 28.38% 1-Year Est. Return
DAM
Delta Asset Management Memphis, Tennessee $1.1B AUM 14.89% 1-Year Est. Return

Creative Planning's RTN Position: Q2 2020 in Review

Creative Planning sold out of Raytheon Company (RTN) in Q2 2020, closing a stake of 30,406 shares — an estimated $3.99M sold.

Creative Planning first reported a position in RTN in Q2 2013 and held it in 28 quarters. The position peaked at $7.05M in Q1 2018. 75 funds tracked by Wall St. Rank hold RTN as of Q2 2020.

  • Creative Planning reported no remaining Raytheon Company position as of Q2 2020 after selling out during the quarter.
  • Creative Planning sold 30,406 Raytheon Company shares in Q2 2020, an estimated $3.99M.
  • Creative Planning first reported a position in Raytheon Company in Q2 2013 and held it in 28 quarters.
  • Creative Planning's Raytheon Company position peaked at $7.05M in Q1 2018.
  • 75 funds tracked by Wall St. Rank held Raytheon Company as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.