MYIA
RTN

Mount Yale Investment Advisors’s Raytheon Company RTN Stock Holding History

Mount Yale Investment Advisors’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
2019
Q3 		– Sell
-2,424
Closed -$447K – 342
2019
Q2 		$447K Buy
2,424
+233
+11% +$41.9K 0.08% 209
2019
Q1 		$399K Buy
2,191
+166
+8% +$28.9K 0.07% 221
2018
Q4 		$360K Buy
2,025
+416
+26% +$74.5K 0.07% 231
2018
Q3 		$301K Sell
1,609
-310
-16% -$61.7K 0.05% 253
2018
Q2 		$371K Sell
1,919
-198
-9% -$41.6K 0.07% 225
2018
Q1 		$457K Buy
+2,117
New +$438K 0.1% 187

Other funds holding RTN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's RTN Position: Q3 2019 in Review

Mount Yale Investment Advisors sold out of Raytheon Company (RTN) in Q3 2019, closing a stake of 2,424 shares — an estimated $447K sold.

Mount Yale Investment Advisors first reported a position in RTN in Q1 2018 and held it in 6 quarters. The position peaked at $457K in Q1 2018. 1,370 funds tracked by Wall St. Rank hold RTN as of Q3 2019.

  • Mount Yale Investment Advisors reported no remaining Raytheon Company position as of Q3 2019 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,424 Raytheon Company shares in Q3 2019, an estimated $447K.
  • Mount Yale Investment Advisors first reported a position in Raytheon Company in Q1 2018 and held it in 6 quarters.
  • Mount Yale Investment Advisors's Raytheon Company position peaked at $457K in Q1 2018.
  • 1,370 funds tracked by Wall St. Rank held Raytheon Company as of Q3 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.