BRF
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B. Riley Financial’s Lockheed Martin LMT Stock Holding History

B. Riley Financial’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,321
Closed -$717K – 251
2018
Q2 		$717K Sell
2,321
-44
-2% -$14.2K 0.19% 101
2018
Q1 		$799K Buy
2,365
+42
+2% +$14.3K 0.22% 107
2017
Q4 		$746K Buy
2,323
+11
+0.5% +$3.47K 0.19% 121
2017
Q3 		$717K Buy
+2,312
New +$690K 0.2% 126

Other funds holding LMT

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

B. Riley Financial's LMT Position: Q3 2018 in Review

B. Riley Financial sold out of Lockheed Martin (LMT) in Q3 2018, closing a stake of 2,321 shares — an estimated $717K sold.

B. Riley Financial first reported a position in LMT in Q3 2017 and held it in 4 quarters. The position peaked at $799K in Q1 2018. 1,468 funds tracked by Wall St. Rank hold LMT as of Q3 2018.

  • B. Riley Financial reported no remaining Lockheed Martin position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 2,321 Lockheed Martin shares in Q3 2018, an estimated $717K.
  • B. Riley Financial first reported a position in Lockheed Martin in Q3 2017 and held it in 4 quarters.
  • B. Riley Financial's Lockheed Martin position peaked at $799K in Q1 2018.
  • 1,468 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.