Kelman-Lazarov Inc’s RTX Corp RTX Stock Holding History

Kelman-Lazarov Inc’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
2017 Q1	–	Sell	-400	Closed	-$27.6K	–	219
2016 Q4	$27.6K	Hold	400	–	–	0.02%	202
2016 Q3	$25.6K	Buy	+400	New	+$26.5K	0.01%	232

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Kelman-Lazarov Inc's RTX Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of RTX Corp (RTX) in Q1 2017, closing a stake of 400 shares — an estimated $27.6K sold.

Kelman-Lazarov Inc first reported a position in RTX in Q3 2016 and held it in 2 quarters. The position peaked at $27.6K in Q4 2016. 1,540 funds tracked by Wall St. Rank hold RTX as of Q1 2017.

Kelman-Lazarov Inc reported no remaining RTX Corp position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 400 RTX Corp shares in Q1 2017, an estimated $27.6K.
Kelman-Lazarov Inc first reported a position in RTX Corp in Q3 2016 and held it in 2 quarters.
Kelman-Lazarov Inc's RTX Corp position peaked at $27.6K in Q4 2016.
1,540 funds tracked by Wall St. Rank held RTX Corp as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.