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Shine Investment Advisory Services’s RTX Corp RTX Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$25K Sell
431
-930
-68% -$56.6K 0.01% 417
2020
Q2 		$84K Buy
1,361
+226
+20% +$14.1K 0.03% 219
2020
Q1 		$67K Sell
1,135
-321
-22% -$27.2K 0.03% 230
2019
Q4 		$137K Buy
1,456
+228
+19% +$20.7K 0.05% 170
2019
Q3 		$106K Buy
1,228
+3
+0.2% +$249 0.05% 172
2019
Q2 		$100K Buy
1,225
+5
+0.4% +$418 0.05% 181
2019
Q1 		$99K Buy
1,220
+4
+0.3% +$304 0.05% 188
2018
Q4 		$81K Buy
1,216
+94
+8% +$7.38K 0.04% 201
2018
Q3 		$99K Sell
1,122
-909
-45% -$76.3K 0.05% 182
2018
Q2 		$160K Sell
2,031
-9
-0.4% -$705 0.08% 124
2018
Q1 		$162K Buy
2,040
+3
+0.1% +$248 0.09% 114
2017
Q4 		$164K Buy
2,037
+108
+6% +$8.2K 0.08% 111
2017
Q3 		$141K Buy
1,929
+227
+13% +$16.8K 0.07% 122
2017
Q2 		$131K Buy
+1,702
New +$127K 0.07% 121

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shine Investment Advisory Services's RTX Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its RTX Corp (RTX) stake by 68% in Q3 2020, selling an estimated $56.6K and leaving 431 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #417.

Shine Investment Advisory Services first reported a position in RTX in Q2 2017 and has held it in 14 quarters since. The position peaked at $164K in Q4 2017. 1,855 funds tracked by Wall St. Rank hold RTX as of Q3 2020.

  • Shine Investment Advisory Services held 431 shares of RTX Corp worth $25K as of Q3 2020.
  • Shine Investment Advisory Services sold 930 RTX Corp shares in Q3 2020, an estimated $56.6K.
  • RTX Corp made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #417 holding.
  • Shine Investment Advisory Services first reported a position in RTX Corp in Q2 2017 and has held it in 14 quarters since.
  • Shine Investment Advisory Services's RTX Corp position peaked at $164K in Q4 2017.
  • 1,855 funds tracked by Wall St. Rank held RTX Corp as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.