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Genesis Wealth Advisors’s RTX Corp RTX Stock Holding History

Genesis Wealth Advisors’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
Q2 		$60.8K Buy
871
+54
+7% +$3.96K 0.05% 156
2015
Q1 		$59.6K Hold
817
– – 0.05% 174
2014
Q4 		$63.4K Buy
+817
New +$55.7K 0.05% 182

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Genesis Wealth Advisors's RTX Position: Q2 2015 in Review

Genesis Wealth Advisors increased its RTX Corp (RTX) stake by 6.6% in Q2 2015, buying an estimated $3.96K and bringing the position to 871 shares worth $60.8K. The position accounts for 0.05% of the portfolio, ranked #156.

Genesis Wealth Advisors first reported a position in RTX in Q4 2014 and has held it in 3 quarters since. The position peaked at $63.4K in Q4 2014. 1,491 funds tracked by Wall St. Rank hold RTX as of Q2 2015.

  • Genesis Wealth Advisors held 871 shares of RTX Corp worth $60.8K as of Q2 2015.
  • Genesis Wealth Advisors bought 54 RTX Corp shares in Q2 2015, an estimated $3.96K.
  • RTX Corp made up 0.05% of Genesis Wealth Advisors's portfolio in Q2 2015, its #156 holding.
  • Genesis Wealth Advisors first reported a position in RTX Corp in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's RTX Corp position peaked at $63.4K in Q4 2014.
  • 1,491 funds tracked by Wall St. Rank held RTX Corp as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.