Lockheed Martin Investment Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-952,100	Closed	-$45.6M	–	112
2018 Q1	$45.6M	Buy	952,100 +837,600	+732%	+$41.6M	1.89%	16
2017 Q4	$5.42M	Hold	114,500	–	–	0.25%	43
2017 Q3	$5.16M	Hold	114,500	–	–	0.27%	43
2017 Q2	$4.98M	Buy	+114,500	New	+$4.87M	0.27%	57

Other funds holding KBE

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

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

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Lockheed Martin Investment Management's KBE Position: Q2 2018 in Review

Lockheed Martin Investment Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2018, closing a stake of 952,100 shares — an estimated $45.6M sold.

Lockheed Martin Investment Management first reported a position in KBE in Q2 2017 and held it in 4 quarters. The position peaked at $45.6M in Q1 2018. 256 funds tracked by Wall St. Rank hold KBE as of Q2 2018.

Lockheed Martin Investment Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2018 after selling out during the quarter.
Lockheed Martin Investment Management sold 952,100 State Street SPDR S&P Bank ETF shares in Q2 2018, an estimated $45.6M.
Lockheed Martin Investment Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2017 and held it in 4 quarters.
Lockheed Martin Investment Management's State Street SPDR S&P Bank ETF position peaked at $45.6M in Q1 2018.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2018.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.