Opes Advisors’s Lockheed Martin LMT Stock Holding History

Opes Advisors’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
2018 Q4	–	Sell	-678	Closed	-$235K	–	48
2018 Q3	$235K	Buy	+678	New	+$219K	0.17%	36

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Opes Advisors's LMT Position: Q4 2018 in Review

Opes Advisors sold out of Lockheed Martin (LMT) in Q4 2018, closing a stake of 678 shares — an estimated $235K sold.

Opes Advisors first reported a position in LMT in Q3 2018 and held it in 1 quarter. The position peaked at $235K in Q3 2018. 1,500 funds tracked by Wall St. Rank hold LMT as of Q4 2018.

Opes Advisors reported no remaining Lockheed Martin position as of Q4 2018 after selling out during the quarter.
Opes Advisors sold 678 Lockheed Martin shares in Q4 2018, an estimated $235K.
Opes Advisors first reported a position in Lockheed Martin in Q3 2018 and held it in 1 quarter.
Opes Advisors's Lockheed Martin position peaked at $235K in Q3 2018.
1,500 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.