EWM
RTN

Evercore Wealth Management’s Raytheon Company RTN Stock Holding History

Evercore Wealth Management’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
2020
Q2 		– Sell
-10,581
Closed -$1.39M – 393
2020
Q1 		$1.39M Sell
10,581
-577
-5% -$114K 0.05% 157
2019
Q4 		$2.45M Buy
11,158
+702
+7% +$148K 0.07% 141
2019
Q3 		$2.05M Buy
10,456
+213
+2% +$39.5K 0.06% 148
2019
Q2 		$1.78M Buy
10,243
+1,062
+12% +$191K 0.05% 158
2019
Q1 		$1.67M Buy
9,181
+3,825
+71% +$667K 0.05% 164
2018
Q4 		$821K Sell
5,356
-52
-1% -$9.31K 0.03% 199
2018
Q3 		$1.12M Sell
5,408
-4,287
-44% -$853K 0.04% 186
2018
Q2 		$1.87M Buy
9,695
+54
+0.6% +$11.3K 0.06% 146
2018
Q1 		$2.08M Sell
9,641
-750
-7% -$155K 0.08% 129
2017
Q4 		$1.95M Hold
10,391
– – 0.07% 139
2017
Q3 		$1.94M Hold
10,391
– – 0.08% 138
2017
Q2 		$1.68M Sell
10,391
-340
-3% -$53.9K 0.06% 147
2017
Q1 		$1.64M Buy
10,731
+4,373
+69% +$658K 0.06% 150
2016
Q4 		$903K Sell
6,358
-64
-1% -$9.1K 0.04% 187
2016
Q3 		$875K Sell
6,422
-59
-0.9% -$8.21K 0.04% 193
2016
Q2 		$881K Buy
6,481
+246
+4% +$32K 0.04% 185
2016
Q1 		$764K Buy
6,235
+54
+0.9% +$6.65K 0.03% 201
2015
Q4 		$769K Buy
6,181
+112
+2% +$13.5K 0.04% 207
2015
Q3 		$664K Sell
6,069
-25
-0.4% -$2.61K 0.03% 222
2015
Q2 		$585K Sell
6,094
-20
-0.3% -$2.1K 0.03% 252
2015
Q1 		$669K Sell
6,114
-88
-1% -$9.46K 0.03% 239
2014
Q4 		$671K Buy
6,202
+12
+0.2% +$1.24K 0.03% 206
2014
Q3 		$628K Hold
6,190
– – 0.03% 234
2014
Q2 		$570K Sell
6,190
-360
-5% -$34.9K 0.03% 255
2014
Q1 		$647K Buy
6,550
+15
+0.2% +$1.42K 0.04% 229
2013
Q4 		$592K Hold
6,535
– – 0.03% 241
2013
Q3 		$504K Buy
6,535
+237
+4% +$17.6K 0.03% 277
2013
Q2 		$415K Buy
+6,298
New +$398K 0.02% 304

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 $1.79B AUM 38.49% 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

Evercore Wealth Management's RTN Position: Q2 2020 in Review

Evercore Wealth Management sold out of Raytheon Company (RTN) in Q2 2020, closing a stake of 10,581 shares — an estimated $1.39M sold.

Evercore Wealth Management first reported a position in RTN in Q2 2013 and held it in 28 quarters. The position peaked at $2.45M in Q4 2019. 75 funds tracked by Wall St. Rank hold RTN as of Q2 2020.

  • Evercore Wealth Management reported no remaining Raytheon Company position as of Q2 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 10,581 Raytheon Company shares in Q2 2020, an estimated $1.39M.
  • Evercore Wealth Management first reported a position in Raytheon Company in Q2 2013 and held it in 28 quarters.
  • Evercore Wealth Management's Raytheon Company position peaked at $2.45M in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Raytheon Company as of Q2 2020.

Based on Evercore Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.