LMIM
EFA icon

Lockheed Martin Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Lockheed Martin Investment Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-271,800
Closed -$19.1M – 131
2017
Q4 		$19.1M Buy
+271,800
New +$18.9M 0.88% 25

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lockheed Martin Investment Management's EFA Position: Q1 2018 in Review

Lockheed Martin Investment Management sold out of iShares MSCI EAFE ETF (EFA) in Q1 2018, closing a stake of 271,800 shares — an estimated $19.1M sold.

Lockheed Martin Investment Management first reported a position in EFA in Q4 2017 and held it in 1 quarter. The position peaked at $19.1M in Q4 2017. 1,306 funds tracked by Wall St. Rank hold EFA as of Q1 2018.

  • Lockheed Martin Investment Management reported no remaining iShares MSCI EAFE ETF position as of Q1 2018 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 271,800 iShares MSCI EAFE ETF shares in Q1 2018, an estimated $19.1M.
  • Lockheed Martin Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2017 and held it in 1 quarter.
  • Lockheed Martin Investment Management's iShares MSCI EAFE ETF position peaked at $19.1M in Q4 2017.
  • 1,306 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2018.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2018, filed 26 Apr 2018.