LWMG
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Lakeside Wealth Management Group’s RTX Corp RTX Stock Holding History

Lakeside Wealth Management Group’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 		$244K Hold
3,812
– – 8.34% 6
2016
Q4 		$244K Hold
3,812
– – 7.74% 6
2016
Q3 		$244K Buy
+3,812
New +$253K 7.74% 6

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lakeside Wealth Management Group's RTX Position: Q1 2017 in Review

Lakeside Wealth Management Group held its RTX Corp (RTX) position steady in Q1 2017 at 3,812 shares worth $244K. The position accounts for 8.34% of the portfolio, ranked #6.

Lakeside Wealth Management Group first reported a position in RTX in Q3 2016 and has held it in 3 quarters since. 1,540 funds tracked by Wall St. Rank hold RTX as of Q1 2017.

  • Lakeside Wealth Management Group held 3,812 shares of RTX Corp worth $244K as of Q1 2017.
  • Lakeside Wealth Management Group left its RTX Corp share count unchanged in Q1 2017.
  • RTX Corp made up 8.34% of Lakeside Wealth Management Group's portfolio in Q1 2017, its #6 holding.
  • Lakeside Wealth Management Group first reported a position in RTX Corp in Q3 2016 and has held it in 3 quarters since.
  • 1,540 funds tracked by Wall St. Rank held RTX Corp as of Q1 2017.

Based on Lakeside Wealth Management Group's 13F filing for Q1 2017, filed 26 Apr 2017.