Lockheed Martin Investment Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Lockheed Martin Investment Management’s Portfolio EWU Stock Details EWU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-142,650	Closed	-$4.19M	–	112
2018 Q4	$4.19M	Sell	142,650 -15,000	-10%	-$472K	0.2%	44
2018 Q3	$5.38M	Hold	157,650	–	–	0.23%	41
2018 Q2	$5.48M	Hold	157,650	–	–	0.26%	44
2018 Q1	$5.48M	Sell	157,650 -54,870	-26%	-$1.96M	0.23%	43
2017 Q4	$7.61M	Sell	212,520 -5,590	-3%	-$195K	0.35%	38
2017 Q3	$7.6M	Sell	218,110 -20,000	-8%	-$679K	0.4%	35
2017 Q2	$7.94M	Sell	238,110 -23,000	-9%	-$773K	0.44%	37
2017 Q1	$8.5M	Buy	261,110 +75,990	+41%	+$2.42M	0.48%	32
2016 Q4	$5.68M	Buy	185,120 +80,620	+77%	+$2.45M	0.48%	29
2016 Q3	$3.31M	Buy	104,500 +35,000	+50%	+$1.1M	0.29%	51
2016 Q2	$2.14M	Sell	69,500 -130,000	-65%	-$4.13M	0.21%	70
2016 Q1	$6.26M	Sell	199,500 -101,500	-34%	-$3.08M	0.6%	26
2015 Q4	$9.72M	Buy	301,000 +131,000	+77%	+$4.46M	0.91%	20
2015 Q3	$5.57M	Buy	+170,000	New	+$6M	0.63%	27
2015 Q1	–	Sell	-60,000	Closed	-$2.16M	–	136
2014 Q4	$2.16M	Buy	+60,000	New	+$2.24M	0.09%	65

Other funds holding EWU

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lockheed Martin Investment Management's EWU Position: Q1 2019 in Review

Lockheed Martin Investment Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2019, closing a stake of 142,650 shares — an estimated $4.19M sold.

Lockheed Martin Investment Management first reported a position in EWU in Q4 2014 and held it in 15 quarters. The position peaked at $9.72M in Q4 2015. 191 funds tracked by Wall St. Rank hold EWU as of Q1 2019.

Lockheed Martin Investment Management reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2019 after selling out during the quarter.
Lockheed Martin Investment Management sold 142,650 iShares MSCI United Kingdom ETF shares in Q1 2019, an estimated $4.19M.
Lockheed Martin Investment Management first reported a position in iShares MSCI United Kingdom ETF in Q4 2014 and held it in 15 quarters.
Lockheed Martin Investment Management's iShares MSCI United Kingdom ETF position peaked at $9.72M in Q4 2015.
191 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2019.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2019, filed 10 May 2019.