Integrated Wealth Counsel’s Lockheed Martin LMT Stock Holding History

Integrated Wealth Counsel’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	$16K	Hold	63	–	–	0.03%	124
2016 Q3	$15K	Buy	+63	New	+$15.8K	0.03%	126

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

Integrated Wealth Counsel's LMT Position: Q4 2016 in Review

Integrated Wealth Counsel held its Lockheed Martin (LMT) position steady in Q4 2016 at 63 shares worth $16K. The position accounts for 0.03% of the portfolio, ranked #124.

Integrated Wealth Counsel first reported a position in LMT in Q3 2016 and has held it in 2 quarters since. 1,223 funds tracked by Wall St. Rank hold LMT as of Q4 2016.

Integrated Wealth Counsel held 63 shares of Lockheed Martin worth $16K as of Q4 2016.
Integrated Wealth Counsel left its Lockheed Martin share count unchanged in Q4 2016.
Lockheed Martin made up 0.03% of Integrated Wealth Counsel's portfolio in Q4 2016, its #124 holding.
Integrated Wealth Counsel first reported a position in Lockheed Martin in Q3 2016 and has held it in 2 quarters since.
1,223 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.