Gary Goldberg Planning Services’s RTX Corp RTX Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$208K	Sell	2,875 -103	-3%	-$7.02K	0.09%	106
2014 Q3	$198K	Sell	2,978 -508	-15%	-$34.8K	0.08%	113
2014 Q2	$253K	Buy	3,486 +429	+14%	+$31.6K	0.11%	99
2014 Q1	$225K	Sell	3,057 -56	-2%	-$4.02K	0.11%	100
2013 Q4	$223K	Sell	3,113 -21	-0.7%	-$1.43K	0.13%	90
2013 Q3	$213K	Sell	3,134 -2,518	-45%	-$165K	0.13%	89
2013 Q2	$331K	Buy	+5,652	New	+$334K	0.21%	63

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Gary Goldberg Planning Services's RTX Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its RTX Corp (RTX) stake by 3.5% in Q4 2014, selling an estimated $7.02K and leaving 2,875 shares worth $208K. The position accounts for 0.09% of the portfolio, ranked #106.

Gary Goldberg Planning Services first reported a position in RTX in Q2 2013 and has held it in 7 quarters since. The position peaked at $331K in Q2 2013. 1,456 funds tracked by Wall St. Rank hold RTX as of Q4 2014.

Gary Goldberg Planning Services held 2,875 shares of RTX Corp worth $208K as of Q4 2014.
Gary Goldberg Planning Services sold 103 RTX Corp shares in Q4 2014, an estimated $7.02K.
RTX Corp made up 0.09% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #106 holding.
Gary Goldberg Planning Services first reported a position in RTX Corp in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's RTX Corp position peaked at $331K in Q2 2013.
1,456 funds tracked by Wall St. Rank held RTX Corp as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.