PWAG
RTN

Polaris Wealth Advisory Group’s Raytheon Company RTN Stock Holding History

Polaris Wealth Advisory Group’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
-2,393
Closed -$314K – 169
2020
Q1 		$314K Sell
2,393
-22,569
-90% -$4.47M 0.03% 101
2019
Q4 		$5.8M Buy
24,962
+8,522
+52% +$1.8M 0.39% 57
2019
Q3 		$3.15M Buy
16,440
+3,158
+24% +$585K 0.26% 65
2019
Q2 		$2.27M Buy
13,282
+11,317
+576% +$2.04M 0.17% 84
2019
Q1 		$363K Sell
1,965
-136,291
-99% -$23.8M 0.03% 122
2018
Q4 		$21.2M Buy
138,256
+262
+0.2% +$46.9K 1.99% 21
2018
Q3 		$28.5M Buy
137,994
+2,415
+2% +$481K 1.97% 15
2018
Q2 		$29.3M Sell
135,579
-281
-0.2% -$59K 2.47% 9
2018
Q1 		$29.3M Buy
135,860
+7,970
+6% +$1.65M 2.39% 9
2017
Q4 		$24M Buy
127,890
+5,332
+4% +$994K 1.97% 13
2017
Q3 		$22.9M Buy
122,558
+38
+0% +$6.69K 2.01% 11
2017
Q2 		$19.8M Buy
122,520
+23,120
+23% +$3.66M 2.25% 17
2017
Q1 		$15.2M Buy
+99,400
New +$15M 1.65% 29
2015
Q1 		– Sell
-30,087
Closed -$3.25M – 98
2014
Q4 		$3.25M Buy
30,087
+2,912
+11% +$301K 0.67% 39
2014
Q3 		$2.76M Buy
+27,175
New +$2.6M 0.62% 35

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 $1.79B AUM 38.49% 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 $1.98B AUM 36.86% 1-Year Est. Return
DAM
Delta Asset Management Memphis, Tennessee $1.1B AUM 14.89% 1-Year Est. Return

Polaris Wealth Advisory Group's RTN Position: Q2 2020 in Review

Polaris Wealth Advisory Group sold out of Raytheon Company (RTN) in Q2 2020, closing a stake of 2,393 shares — an estimated $314K sold.

Polaris Wealth Advisory Group first reported a position in RTN in Q3 2014 and held it in 15 quarters. The position peaked at $29.3M in Q1 2018. 75 funds tracked by Wall St. Rank hold RTN as of Q2 2020.

  • Polaris Wealth Advisory Group reported no remaining Raytheon Company position as of Q2 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 2,393 Raytheon Company shares in Q2 2020, an estimated $314K.
  • Polaris Wealth Advisory Group first reported a position in Raytheon Company in Q3 2014 and held it in 15 quarters.
  • Polaris Wealth Advisory Group's Raytheon Company position peaked at $29.3M in Q1 2018.
  • 75 funds tracked by Wall St. Rank held Raytheon Company as of Q2 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2020, filed 13 Jul 2020.