UCFA
RTN

United Capital Financial Advisors’s Raytheon Company RTN Stock Holding History

United Capital Financial 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
2020
Q2 		– Sell
-33,450
Closed -$4.39M – 1280
2020
Q1 		$4.39M Sell
33,450
-7,186
-18% -$1.42M 0.04% 358
2019
Q4 		$8.93M Buy
40,636
+4,416
+12% +$934K 0.06% 321
2019
Q3 		$7.11M Sell
36,220
-20,577
-36% -$3.81M 0.05% 334
2019
Q2 		$9.88M Buy
56,797
+8,419
+17% +$1.51M 0.06% 299
2019
Q1 		$8.81M Buy
48,378
+2,660
+6% +$464K 0.06% 315
2018
Q4 		$7.01M Buy
45,718
+3,680
+9% +$659K 0.06% 319
2018
Q3 		$8.69M Sell
42,038
-873
-2% -$174K 0.06% 327
2018
Q2 		$8.29M Buy
42,911
+1,869
+5% +$393K 0.06% 330
2018
Q1 		$8.86M Buy
41,042
+3,317
+9% +$686K 0.07% 318
2017
Q4 		$7.13M Sell
37,725
-688
-2% -$128K 0.06% 354
2017
Q3 		$7.17M Buy
38,413
+7,434
+24% +$1.31M 0.06% 332
2017
Q2 		$5M Sell
30,979
-1,329
-4% -$211K 0.04% 379
2017
Q1 		$4.93M Sell
32,308
-1,467
-4% -$221K 0.05% 366
2016
Q4 		$4.8M Sell
33,775
-2,949
-8% -$419K 0.05% 378
2016
Q3 		$5M Buy
36,724
+7,255
+25% +$1.01M 0.05% 380
2016
Q2 		$4.01M Buy
29,469
+288
+1% +$37.5K 0.04% 403
2016
Q1 		$3.59M Sell
29,181
-2,321
-7% -$286K 0.04% 411
2015
Q4 		$3.92M Sell
31,502
-7,398
-19% -$889K 0.05% 389
2015
Q3 		$4.25M Buy
38,900
+52
+0.1% +$5.43K 0.05% 357
2015
Q2 		$3.72M Buy
38,848
+1,550
+4% +$162K 0.04% 420
2015
Q1 		$3.88M Sell
37,298
-46,467
-55% -$5M 0.05% 390
2014
Q4 		$9.06M Buy
83,765
+3,292
+4% +$340K 0.14% 177
2014
Q3 		$8.18M Sell
80,473
-2,955
-4% -$283K 0.14% 175
2014
Q2 		$7.7M Buy
83,428
+45,991
+123% +$4.46M 0.14% 188
2014
Q1 		$3.7M Buy
37,437
+29,500
+372% +$2.8M 0.08% 254
2013
Q4 		$720K Sell
7,937
-25,838
-77% -$2.16M 0.02% 380
2013
Q3 		$2.6M Sell
33,775
-16,303
-33% -$1.21M 0.08% 220
2013
Q2 		$3.31M Buy
+50,078
New +$3.16M 0.09% 243

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

United Capital Financial Advisors's RTN Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Raytheon Company (RTN) in Q2 2020, closing a stake of 33,450 shares — an estimated $4.39M sold.

United Capital Financial Advisors first reported a position in RTN in Q2 2013 and held it in 28 quarters. The position peaked at $9.88M in Q2 2019. 75 funds tracked by Wall St. Rank hold RTN as of Q2 2020.

  • United Capital Financial Advisors reported no remaining Raytheon Company position as of Q2 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 33,450 Raytheon Company shares in Q2 2020, an estimated $4.39M.
  • United Capital Financial Advisors first reported a position in Raytheon Company in Q2 2013 and held it in 28 quarters.
  • United Capital Financial Advisors's Raytheon Company position peaked at $9.88M in Q2 2019.
  • 75 funds tracked by Wall St. Rank held Raytheon Company as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.