YWP
RTN

YorkBridge Wealth Partners’s Raytheon Company RTN Stock Holding History

YorkBridge Wealth Partners’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
-16,702
Closed -$1.72M – 174
2020
Q1 		$1.72M Buy
16,702
+13,444
+413% +$2.66M 1.06% 25
2019
Q4 		$716K Buy
3,258
+97
+3% +$20.5K 0.33% 79
2019
Q3 		$620K Buy
3,161
+55
+2% +$10.2K 0.31% 83
2019
Q2 		$540K Buy
3,106
+76
+3% +$13.7K 0.24% 89
2019
Q1 		$552K Buy
3,030
+27
+0.9% +$4.71K 0.25% 88
2018
Q4 		$461K Buy
3,003
+474
+19% +$84.9K 0.24% 96
2018
Q3 		$525K Buy
2,529
+35
+1% +$6.97K 0.24% 96
2018
Q2 		$482K Sell
2,494
-86
-3% -$18.1K 0.21% 100
2018
Q1 		$570K Buy
2,580
+142
+6% +$29.4K 0.26% 89
2017
Q4 		$484K Buy
2,438
+49
+2% +$9.14K 0.23% 96
2017
Q3 		$446K Sell
2,389
-241
-9% -$42.5K 0.23% 95
2017
Q2 		$428K Sell
2,630
-555
-17% -$88K 0.23% 95
2017
Q1 		$497K Sell
3,185
-2,429
-43% -$365K 0.26% 86
2016
Q4 		$834K Buy
+5,614
New +$798K 0.49% 56

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 $1.65B AUM 29.46% 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 $1.69B AUM 28.38% 1-Year Est. Return
DAM
Delta Asset Management Memphis, Tennessee $1.1B AUM 14.89% 1-Year Est. Return

YorkBridge Wealth Partners's RTN Position: Q2 2020 in Review

YorkBridge Wealth Partners sold out of Raytheon Company (RTN) in Q2 2020, closing a stake of 16,702 shares — an estimated $1.72M sold.

YorkBridge Wealth Partners first reported a position in RTN in Q4 2016 and held it in 14 quarters. The position peaked at $1.72M in Q1 2020. 75 funds tracked by Wall St. Rank hold RTN as of Q2 2020.

  • YorkBridge Wealth Partners reported no remaining Raytheon Company position as of Q2 2020 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 16,702 Raytheon Company shares in Q2 2020, an estimated $1.72M.
  • YorkBridge Wealth Partners first reported a position in Raytheon Company in Q4 2016 and held it in 14 quarters.
  • YorkBridge Wealth Partners's Raytheon Company position peaked at $1.72M in Q1 2020.
  • 75 funds tracked by Wall St. Rank held Raytheon Company as of Q2 2020.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2020, filed 20 Jul 2020.