Lockheed Martin Investment Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-9,576	Closed	-$595K	–	94
2015 Q4	$595K	Buy	+9,576	New	+$607K	0.06%	72
2014 Q2	–	Sell	-92,128	Closed	-$5.48M	–	131
2014 Q1	$5.48M	Sell	92,128 -15,022	-14%	-$882K	0.28%	57
2013 Q4	$6.36M	Buy	+107,150	New	+$6.1M	0.35%	60

Other funds holding IJT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Lockheed Martin Investment Management's IJT Position: Q1 2016 in Review

Lockheed Martin Investment Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2016, closing a stake of 9,576 shares — an estimated $595K sold.

Lockheed Martin Investment Management first reported a position in IJT in Q4 2013 and held it in 3 quarters. The position peaked at $6.36M in Q4 2013. 275 funds tracked by Wall St. Rank hold IJT as of Q1 2016.

Lockheed Martin Investment Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2016 after selling out during the quarter.
Lockheed Martin Investment Management sold 9,576 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2016, an estimated $595K.
Lockheed Martin Investment Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2013 and held it in 3 quarters.
Lockheed Martin Investment Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $6.36M in Q4 2013.
275 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2016.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2016, filed 29 Apr 2016.