SFWA
RTN

Summit Financial Wealth Advisors’s Raytheon Company RTN Stock Holding History

Summit Financial Wealth 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
2015
Q3 		– Sell
-30
Closed -$2K – 266
2015
Q2 		$2K Hold
30
– – ﹤0.01% 263
2015
Q1 		$3K Hold
30
– – ﹤0.01% 224
2014
Q4 		$3K Buy
+30
New +$3.1K ﹤0.01% 232

Other funds holding RTN

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Summit Financial Wealth Advisors's RTN Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Raytheon Company (RTN) in Q3 2015, closing a stake of 30 shares — an estimated $2K sold.

Summit Financial Wealth Advisors first reported a position in RTN in Q4 2014 and held it in 3 quarters. The position peaked at $3K in Q1 2015. 832 funds tracked by Wall St. Rank hold RTN as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Raytheon Company position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 30 Raytheon Company shares in Q3 2015, an estimated $2K.
  • Summit Financial Wealth Advisors first reported a position in Raytheon Company in Q4 2014 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Raytheon Company position peaked at $3K in Q1 2015.
  • 832 funds tracked by Wall St. Rank held Raytheon Company as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.