Foresters Asset Management’s Lockheed Martin LMT Stock Holding History

Foresters Asset 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
2018 Q1	–	Sell	-4,650	Closed	-$1.9M	–	62
2017 Q4	$1.9M	Sell	4,650 -2,600	-36%	-$820K	0.76%	18
2017 Q3	$2.81M	Sell	7,250 -300	-4%	-$89.5K	1.09%	16
2017 Q2	$2.72M	Buy	7,550 +5,650	+297%	+$1.55M	1.11%	15
2017 Q1	$677K	Sell	1,900 -12,200	-87%	-$3.2M	0.31%	49
2016 Q4	$3.52M	Sell	14,100 -4,330	-23%	-$1.08M	1.99%	9
2016 Q3	$4.42M	Sell	18,430 -4,177	-18%	-$1.05M	2.27%	8
2016 Q2	$5.61M	Buy	+22,607	New	+$5.33M	2.91%	4

Other funds holding LMT

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Foresters Asset Management's LMT Position: Q1 2018 in Review

Foresters Asset Management sold out of Lockheed Martin (LMT) in Q1 2018, closing a stake of 4,650 shares — an estimated $1.9M sold.

Foresters Asset Management first reported a position in LMT in Q2 2016 and held it in 7 quarters. The position peaked at $5.61M in Q2 2016. 1,460 funds tracked by Wall St. Rank hold LMT as of Q1 2018.

Foresters Asset Management reported no remaining Lockheed Martin position as of Q1 2018 after selling out during the quarter.
Foresters Asset Management sold 4,650 Lockheed Martin shares in Q1 2018, an estimated $1.9M.
Foresters Asset Management first reported a position in Lockheed Martin in Q2 2016 and held it in 7 quarters.
Foresters Asset Management's Lockheed Martin position peaked at $5.61M in Q2 2016.
1,460 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2018.

Based on Foresters Asset Management's 13F filing for Q1 2018, filed 11 May 2018.