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Simply Money Advisors’s Lockheed Martin LMT Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-96
Closed -$10K – 260
2013
Q2 		$10K Buy
+96
New +$9.81K ﹤0.01% 166

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Simply Money Advisors's LMT Position: Q3 2013 in Review

Simply Money Advisors sold out of Lockheed Martin (LMT) in Q3 2013, closing a stake of 96 shares — an estimated $10K sold.

Simply Money Advisors first reported a position in LMT in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 761 funds tracked by Wall St. Rank hold LMT as of Q3 2013.

  • Simply Money Advisors reported no remaining Lockheed Martin position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 96 Lockheed Martin shares in Q3 2013, an estimated $10K.
  • Simply Money Advisors first reported a position in Lockheed Martin in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Lockheed Martin position peaked at $10K in Q2 2013.
  • 761 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.