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Lyons Wealth Management’s RTX Corp RTX Stock Holding History

Lyons Wealth Management’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
2014
Q4 		– Sell
-14,239
Closed -$951K – 72
2014
Q3 		$951K Buy
+14,239
New +$976K 1.01% 32

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lyons Wealth Management's RTX Position: Q4 2014 in Review

Lyons Wealth Management sold out of RTX Corp (RTX) in Q4 2014, closing a stake of 14,239 shares — an estimated $951K sold.

Lyons Wealth Management first reported a position in RTX in Q3 2014 and held it in 1 quarter. The position peaked at $951K in Q3 2014. 1,456 funds tracked by Wall St. Rank hold RTX as of Q4 2014.

  • Lyons Wealth Management reported no remaining RTX Corp position as of Q4 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 14,239 RTX Corp shares in Q4 2014, an estimated $951K.
  • Lyons Wealth Management first reported a position in RTX Corp in Q3 2014 and held it in 1 quarter.
  • Lyons Wealth Management's RTX Corp position peaked at $951K in Q3 2014.
  • 1,456 funds tracked by Wall St. Rank held RTX Corp as of Q4 2014.

Based on Lyons Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.