OIS
RTN

Okabena Investment Services’s Raytheon Company RTN Stock Holding History

Okabena Investment Services’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
Q3 		– Sell
-15,119
Closed -$932K – 89
2020
Q2 		$932K Buy
15,119
+11,007
+268% +$1.32M 0.82% 42
2020
Q1 		$539K Buy
+4,112
New +$814K 0.61% 51

Other funds holding RTN

PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
VW
Vantage Wealth Pasadena, California $463M AUM 18.98% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
BKA
Brick & Kyle Associates Newtown, Pennsylvania $303M AUM 31.17% 1-Year Est. Return

Okabena Investment Services's RTN Position: Q3 2020 in Review

Okabena Investment Services sold out of Raytheon Company (RTN) in Q3 2020, closing a stake of 15,119 shares — an estimated $932K sold.

Okabena Investment Services first reported a position in RTN in Q1 2020 and held it in 2 quarters. The position peaked at $932K in Q2 2020. 35 funds tracked by Wall St. Rank hold RTN as of Q3 2020.

  • Okabena Investment Services reported no remaining Raytheon Company position as of Q3 2020 after selling out during the quarter.
  • Okabena Investment Services sold 15,119 Raytheon Company shares in Q3 2020, an estimated $932K.
  • Okabena Investment Services first reported a position in Raytheon Company in Q1 2020 and held it in 2 quarters.
  • Okabena Investment Services's Raytheon Company position peaked at $932K in Q2 2020.
  • 35 funds tracked by Wall St. Rank held Raytheon Company as of Q3 2020.

Based on Okabena Investment Services's 13F filing for Q3 2020, filed 12 Nov 2020.