LGWM
RTN

Litman Gregory Wealth Management’s Raytheon Company RTN Stock Holding History

Litman Gregory Wealth Management’s Portfolio RTN Stock Details RTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-500
Closed -$66K – 175
2020
Q1 		$66K Hold
500
– – 0.02% 73
2019
Q4 		$110K Sell
500
-9
-2% -$1.9K 0.02% 70
2019
Q3 		$100K Sell
509
-9
-2% -$1.67K 0.02% 65
2019
Q2 		$90K Buy
518
+18
+4% +$3.24K 0.02% 68
2019
Q1 		$91K Hold
500
– – 0.02% 57
2018
Q4 		$77K Hold
500
– – 0.02% 62
2018
Q3 		$103K Hold
500
– – 0.03% 47
2018
Q2 		$97K Sell
500
-275
-35% -$57.8K 0.04% 40
2018
Q1 		$167K Buy
+775
New +$160K 0.07% 39

Other funds holding RTN

PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
VW
Vantage Wealth Pasadena, California $463M AUM 18.98% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
ALAM
Asahi Life Asset Management Tokyo, Japan $155M AUM 28.74% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.69B AUM 28.38% 1-Year Est. Return
DAM
Delta Asset Management Memphis, Tennessee $1.1B AUM 14.89% 1-Year Est. Return

Litman Gregory Wealth Management's RTN Position: Q2 2020 in Review

Litman Gregory Wealth Management sold out of Raytheon Company (RTN) in Q2 2020, closing a stake of 500 shares — an estimated $66K sold.

Litman Gregory Wealth Management first reported a position in RTN in Q1 2018 and held it in 9 quarters. The position peaked at $167K in Q1 2018. 75 funds tracked by Wall St. Rank hold RTN as of Q2 2020.

  • Litman Gregory Wealth Management reported no remaining Raytheon Company position as of Q2 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 500 Raytheon Company shares in Q2 2020, an estimated $66K.
  • Litman Gregory Wealth Management first reported a position in Raytheon Company in Q1 2018 and held it in 9 quarters.
  • Litman Gregory Wealth Management's Raytheon Company position peaked at $167K in Q1 2018.
  • 75 funds tracked by Wall St. Rank held Raytheon Company as of Q2 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.