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Welch Investments’s RTX Corp RTX Stock Holding History

Welch Investments’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
2017
Q4 		$5.11M Buy
63,620
+1,214
+2% +$92.2K 3.24% 10
2017
Q3 		$4.56M Buy
62,406
+3,311
+6% +$245K 3.14% 18
2017
Q2 		$4.54M Buy
59,095
+1,039
+2% +$77.8K 3.38% 8
2017
Q1 		$4.1M Buy
58,056
+3,444
+6% +$242K 3.25% 14
2016
Q4 		$3.77M Buy
+54,612
New +$3.62M 3.29% 12

Other funds holding RTX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Welch Investments's RTX Position: Q4 2017 in Review

Welch Investments increased its RTX Corp (RTX) stake by 1.9% in Q4 2017, buying an estimated $92.2K and bringing the position to 63,620 shares worth $5.11M. The position accounts for 3.24% of the portfolio, ranked #10.

Welch Investments first reported a position in RTX in Q4 2016 and has held it in 5 quarters since. 1,739 funds tracked by Wall St. Rank hold RTX as of Q4 2017.

  • Welch Investments held 63,620 shares of RTX Corp worth $5.11M as of Q4 2017.
  • Welch Investments bought 1,214 RTX Corp shares in Q4 2017, an estimated $92.2K.
  • RTX Corp made up 3.24% of Welch Investments's portfolio in Q4 2017, its #10 holding.
  • Welch Investments first reported a position in RTX Corp in Q4 2016 and has held it in 5 quarters since.
  • 1,739 funds tracked by Wall St. Rank held RTX Corp as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.