Integrated Wealth Management (Palm Desert)’s Lockheed Martin LMT Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-567	Closed	-$136K	–	688
2016 Q3	$136K	Sell	567 -103	-15%	-$25.8K	0.05%	279
2016 Q2	$166K	Sell	670 -17	-2%	-$4.01K	0.06%	239
2016 Q1	$152K	Sell	687 -109	-14%	-$23.5K	0.06%	235
2015 Q4	$173K	Buy	796 +42	+6%	+$9.11K	0.07%	207
2015 Q3	$156K	Buy	754 +11	+1%	+$2.24K	0.07%	217
2015 Q2	$138K	Sell	743 -52	-7%	-$10K	0.05%	239
2015 Q1	$161K	Buy	+795	New	+$157K	0.07%	219

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

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 $717B AUM 35.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s LMT Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Lockheed Martin (LMT) in Q4 2016, closing a stake of 567 shares — an estimated $136K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LMT in Q1 2015 and held it in 7 quarters. The position peaked at $173K in Q4 2015. 1,224 funds tracked by Wall St. Rank hold LMT as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Lockheed Martin position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 567 Lockheed Martin shares in Q4 2016, an estimated $136K.
Integrated Wealth Management (Palm Desert) first reported a position in Lockheed Martin in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Lockheed Martin position peaked at $173K in Q4 2015.
1,224 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.