Espalier Global Management’s Lockheed Martin LMT Stock Holding History

Espalier Global 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 Q4	–	Sell	-50,000	Closed	-$12M	–	26
2016 Q3	$12M	Buy	+50,000	New	+$12.5M	3.89%	5
2016 Q2	–	Sell	-10,000	Closed	-$2.21M	–	46
2016 Q1	$2.21M	Sell	10,000 -17,500	-64%	-$3.77M	0.29%	39
2015 Q4	$5.97M	Buy	+27,500	New	+$5.97M	1.53%	19

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

BFA

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

BIT

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Espalier Global Management's LMT Position: Q4 2016 in Review

Espalier Global Management sold out of Lockheed Martin (LMT) in Q4 2016, closing a stake of 50,000 shares — an estimated $12M sold.

Espalier Global Management first reported a position in LMT in Q4 2015 and held it in 3 quarters. The position peaked at $12M in Q3 2016. 1,223 funds tracked by Wall St. Rank hold LMT as of Q4 2016.

Espalier Global Management reported no remaining Lockheed Martin position as of Q4 2016 after selling out during the quarter.
Espalier Global Management sold 50,000 Lockheed Martin shares in Q4 2016, an estimated $12M.
Espalier Global Management first reported a position in Lockheed Martin in Q4 2015 and held it in 3 quarters.
Espalier Global Management's Lockheed Martin position peaked at $12M in Q3 2016.
1,223 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2016.

Based on Espalier Global Management's 13F filing for Q4 2016.