Hefty Wealth Partners’s RTX Corp RTX Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$720K	Sell	9,091 -179	-2%	-$14.8K	0.46%	68
2017 Q4	$744K	Hold	9,270	–	–	0.46%	68
2017 Q3	$677K	Buy	9,270 +179	+2%	+$13.2K	0.45%	60
2017 Q2	$698K	Hold	9,091	–	–	0.48%	62
2017 Q1	$641K	Hold	9,091	–	–	0.47%	73
2016 Q4	$627K	Hold	9,091	–	–	0.53%	53
2016 Q3	$581K	Buy	9,091 +1,146	+14%	+$76K	0.44%	69
2016 Q2	$512K	Hold	7,945	–	–	0.42%	69
2016 Q1	$500K	Hold	7,945	–	–	0.47%	67
2015 Q4	$480K	Buy	+7,945	New	+$481K	0.46%	73

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hefty Wealth Partners's RTX Position: Q1 2018 in Review

Hefty Wealth Partners reduced its RTX Corp (RTX) stake by 1.9% in Q1 2018, selling an estimated $14.8K and leaving 9,091 shares worth $720K. The position accounts for 0.46% of the portfolio, ranked #68.

Hefty Wealth Partners first reported a position in RTX in Q4 2015 and has held it in 10 quarters since. The position peaked at $744K in Q4 2017. 1,752 funds tracked by Wall St. Rank hold RTX as of Q1 2018.

Hefty Wealth Partners held 9,091 shares of RTX Corp worth $720K as of Q1 2018.
Hefty Wealth Partners sold 179 RTX Corp shares in Q1 2018, an estimated $14.8K.
RTX Corp made up 0.46% of Hefty Wealth Partners's portfolio in Q1 2018, its #68 holding.
Hefty Wealth Partners first reported a position in RTX Corp in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's RTX Corp position peaked at $744K in Q4 2017.
1,752 funds tracked by Wall St. Rank held RTX Corp as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.