KWA
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KCS Wealth Advisory’s RTX Corp RTX Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-1,332
Closed -$114K – 354
2019
Q3 		$114K Buy
+1,332
New +$111K 0.08% 187
2018
Q1 		– Sell
-2,816
Closed -$226K – 177
2017
Q4 		$226K Buy
+2,816
New +$214K 0.22% 147

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KCS Wealth Advisory's RTX Position: Q4 2019 in Review

KCS Wealth Advisory sold out of RTX Corp (RTX) in Q4 2019, closing a stake of 1,332 shares — an estimated $114K sold.

KCS Wealth Advisory first reported a position in RTX in Q4 2017 and held it in 2 quarters. The position peaked at $226K in Q4 2017. 2,103 funds tracked by Wall St. Rank hold RTX as of Q4 2019.

  • KCS Wealth Advisory reported no remaining RTX Corp position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 1,332 RTX Corp shares in Q4 2019, an estimated $114K.
  • KCS Wealth Advisory first reported a position in RTX Corp in Q4 2017 and held it in 2 quarters.
  • KCS Wealth Advisory's RTX Corp position peaked at $226K in Q4 2017.
  • 2,103 funds tracked by Wall St. Rank held RTX Corp as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.