Boston Private Bank & Trust’s Lockheed Martin LMT Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$2.21M	Sell	10,870 -503	-4%	-$99.3K	0.1%	178
2014 Q4	$2.19M	Sell	11,373 -996	-8%	-$185K	0.1%	180
2014 Q3	$2.26M	Sell	12,369 -475	-4%	-$80.9K	0.11%	173
2014 Q2	$2.06M	Buy	12,844 +75	+0.6%	+$12.2K	0.1%	178
2014 Q1	$2.08M	Sell	12,769 -485	-4%	-$76.2K	0.11%	172
2013 Q4	$1.97M	Buy	13,254 +385	+3%	+$52.3K	0.1%	177
2013 Q3	$1.64M	Buy	12,869 +4,775	+59%	+$580K	0.09%	184
2013 Q2	$878K	Buy	+8,094	New	+$827K	0.05%	235

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Private Bank & Trust's LMT Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Lockheed Martin (LMT) stake by 4.4% in Q1 2015, selling an estimated $99.3K and leaving 10,870 shares worth $2.21M. The position accounts for 0.1% of the portfolio, ranked #178.

Boston Private Bank & Trust first reported a position in LMT in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.26M in Q3 2014. 983 funds tracked by Wall St. Rank hold LMT as of Q1 2015.

Boston Private Bank & Trust held 10,870 shares of Lockheed Martin worth $2.21M as of Q1 2015.
Boston Private Bank & Trust sold 503 Lockheed Martin shares in Q1 2015, an estimated $99.3K.
Lockheed Martin made up 0.1% of Boston Private Bank & Trust's portfolio in Q1 2015, its #178 holding.
Boston Private Bank & Trust first reported a position in Lockheed Martin in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Lockheed Martin position peaked at $2.26M in Q3 2014.
983 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.