Gupta Wealth Management’s RTX Corp RTX Stock Holding History

Gupta 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 Q1	$3.45M	Buy	54,717 +5,021	+10%	+$291K	0.81%	29
2015 Q4	$3M	Sell	49,696 -2,852	-5%	-$173K	0.76%	29
2015 Q3	$2.94M	Buy	52,548 +2,781	+6%	+$171K	0.72%	31
2015 Q2	$3.47M	Buy	49,767 +3,710	+8%	+$272K	0.85%	26
2015 Q1	$3.4M	Buy	+46,057	New	+$3.44M	1%	22

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 $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Gupta Wealth Management's RTX Position: Q1 2016 in Review

Gupta Wealth Management increased its RTX Corp (RTX) stake by 10% in Q1 2016, buying an estimated $291K and bringing the position to 54,717 shares worth $3.45M. The position accounts for 0.81% of the portfolio, ranked #29.

Gupta Wealth Management first reported a position in RTX in Q1 2015 and has held it in 5 quarters since. The position peaked at $3.47M in Q2 2015. 1,451 funds tracked by Wall St. Rank hold RTX as of Q1 2016.

Gupta Wealth Management held 54,717 shares of RTX Corp worth $3.45M as of Q1 2016.
Gupta Wealth Management bought 5,021 RTX Corp shares in Q1 2016, an estimated $291K.
RTX Corp made up 0.81% of Gupta Wealth Management's portfolio in Q1 2016, its #29 holding.
Gupta Wealth Management first reported a position in RTX Corp in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's RTX Corp position peaked at $3.47M in Q2 2015.
1,451 funds tracked by Wall St. Rank held RTX Corp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.