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Braver Wealth Management’s Lockheed Martin LMT Stock Holding History

Braver Wealth Management’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
2016
Q3 		– Sell
-1,064
Closed -$264K – 149
2016
Q2 		$264K Sell
1,064
-364
-25% -$85.8K 0.05% 121
2016
Q1 		$316K Buy
+1,428
New +$307K 0.05% 122

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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Braver Wealth Management's LMT Position: Q3 2016 in Review

Braver Wealth Management sold out of Lockheed Martin (LMT) in Q3 2016, closing a stake of 1,064 shares — an estimated $264K sold.

Braver Wealth Management first reported a position in LMT in Q1 2016 and held it in 2 quarters. The position peaked at $316K in Q1 2016. 1,117 funds tracked by Wall St. Rank hold LMT as of Q3 2016.

  • Braver Wealth Management reported no remaining Lockheed Martin position as of Q3 2016 after selling out during the quarter.
  • Braver Wealth Management sold 1,064 Lockheed Martin shares in Q3 2016, an estimated $264K.
  • Braver Wealth Management first reported a position in Lockheed Martin in Q1 2016 and held it in 2 quarters.
  • Braver Wealth Management's Lockheed Martin position peaked at $316K in Q1 2016.
  • 1,117 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2016.

Based on Braver Wealth Management's 13F filing for Q3 2016, filed 26 Oct 2016.