Mariner Wealth Advisors (Madison)’s Lockheed Martin LMT Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013 Q3	$86K	Buy	+675	New	+$81.9K	0.03%	70

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s LMT Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) opened a new position in Lockheed Martin (LMT) in Q3 2013: 675 shares worth $86K. The stake represents 0.03% of the portfolio and ranks #70 among its holdings.

761 funds tracked by Wall St. Rank hold LMT as of Q3 2013.

Mariner Wealth Advisors (Madison) held 675 shares of Lockheed Martin worth $86K as of Q3 2013.
Lockheed Martin was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
Lockheed Martin made up 0.03% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #70 holding.
761 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.