New York Life Trust’s Lockheed Martin LMT Stock Holding History

New York Life Trust’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
2017 Q1	$12K	Sell	44 -547	-93%	-$143K	0.58%	34
2016 Q4	$148K	Buy	591 +76	+15%	+$19K	0.7%	31
2016 Q3	$123K	Buy	515 +391	+315%	+$97.9K	0.61%	41
2016 Q2	$31K	Buy	+124	New	+$29.2K	0.15%	166
2015 Q2	–	Sell	-109	Closed	-$22K	–	227
2015 Q1	$22K	Sell	109 -854	-89%	-$169K	0.09%	171
2014 Q4	$185K	Buy	963 +50	+5%	+$9.28K	0.73%	38
2014 Q3	$167K	Sell	913 -35	-4%	-$5.96K	0.69%	36
2014 Q2	$152K	Sell	948 -22	-2%	-$3.58K	0.64%	45
2014 Q1	$158K	Buy	+970	New	+$152K	0.7%	37

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

New York Life Trust's LMT Position: Q1 2017 in Review

New York Life Trust reduced its Lockheed Martin (LMT) stake by 93% in Q1 2017, selling an estimated $143K and leaving 44 shares worth $12K. The position accounts for 0.58% of the portfolio, ranked #34.

New York Life Trust first reported a position in LMT in Q1 2014 and has held it in 9 quarters since. The position peaked at $185K in Q4 2014. 1,224 funds tracked by Wall St. Rank hold LMT as of Q1 2017.

New York Life Trust held 44 shares of Lockheed Martin worth $12K as of Q1 2017.
New York Life Trust sold 547 Lockheed Martin shares in Q1 2017, an estimated $143K.
Lockheed Martin made up 0.58% of New York Life Trust's portfolio in Q1 2017, its #34 holding.
New York Life Trust first reported a position in Lockheed Martin in Q1 2014 and has held it in 9 quarters since.
New York Life Trust's Lockheed Martin position peaked at $185K in Q4 2014.
1,224 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.