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Lehman Financial Resources’s RTX Corp RTX Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-1,794
Closed -$100K – 281
2015
Q3 		$100K Buy
1,794
+199
+12% +$12.3K 0.05% 90
2015
Q2 		$111K Hold
1,595
– – 0.05% 85
2015
Q1 		$118K Buy
1,595
+794
+99% +$59.3K 0.05% 83
2014
Q4 		$58K Hold
801
– – 0.03% 132
2014
Q3 		$53K Buy
801
+795
+13,250% +$54.5K 0.03% 136
2014
Q2 		$0 Hold
6
– – ﹤0.01% 407
2014
Q1 		$0 Hold
6
– – ﹤0.01% 412
2013
Q4 		$0 Hold
6
– – ﹤0.01% 400
2013
Q3 		$0 Hold
6
– – ﹤0.01% 389
2013
Q2 		$0 Buy
+6
New +$355 ﹤0.01% 355

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lehman Financial Resources's RTX Position: Q4 2015 in Review

Lehman Financial Resources sold out of RTX Corp (RTX) in Q4 2015, closing a stake of 1,794 shares — an estimated $100K sold.

Lehman Financial Resources first reported a position in RTX in Q2 2013 and held it in 10 quarters. The position peaked at $118K in Q1 2015. 1,417 funds tracked by Wall St. Rank hold RTX as of Q4 2015.

  • Lehman Financial Resources reported no remaining RTX Corp position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 1,794 RTX Corp shares in Q4 2015, an estimated $100K.
  • Lehman Financial Resources first reported a position in RTX Corp in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's RTX Corp position peaked at $118K in Q1 2015.
  • 1,417 funds tracked by Wall St. Rank held RTX Corp as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.