Edmond de Rothschild (Suisse)’s Lockheed Martin LMT Stock Holding History

Edmond de Rothschild (Suisse)’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	$529K	Buy	2,206 +2,102	+2,021%	+$526K	0.16%	128
2016 Q2	$26K	Hold	104	–	–	0.01%	336
2016 Q1	$23K	Hold	104	–	–	0.01%	305
2015 Q4	$23K	Sell	104 -26	-20%	-$5.64K	0.01%	306
2015 Q3	$27K	Hold	130	–	–	0.01%	325
2015 Q2	$24K	Buy	+130	New	+$25K	0.01%	332

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s LMT Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) increased its Lockheed Martin (LMT) stake by 2,021% in Q3 2016, buying an estimated $526K and bringing the position to 2,206 shares worth $529K. The position accounts for 0.16% of the portfolio, ranked #128.

Edmond de Rothschild (Suisse) first reported a position in LMT in Q2 2015 and has held it in 6 quarters since. 1,117 funds tracked by Wall St. Rank hold LMT as of Q3 2016.

Edmond de Rothschild (Suisse) held 2,206 shares of Lockheed Martin worth $529K as of Q3 2016.
Edmond de Rothschild (Suisse) bought 2,102 Lockheed Martin shares in Q3 2016, an estimated $526K.
Lockheed Martin made up 0.16% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #128 holding.
Edmond de Rothschild (Suisse) first reported a position in Lockheed Martin in Q2 2015 and has held it in 6 quarters since.
1,117 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.