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Sunflower Bank Wealth Management’s Lockheed Martin LMT Stock Holding History

Sunflower Bank Wealth Management’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
2014
Q2 		– Sell
-1,715
Closed -$280K – 100
2014
Q1 		$280K Sell
1,715
-90
-5% -$14.1K 0.14% 79
2013
Q4 		$268K Buy
+1,805
New +$245K 0.14% 76

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Sunflower Bank Wealth Management's LMT Position: Q2 2014 in Review

Sunflower Bank Wealth Management sold out of Lockheed Martin (LMT) in Q2 2014, closing a stake of 1,715 shares — an estimated $280K sold.

Sunflower Bank Wealth Management first reported a position in LMT in Q4 2013 and held it in 2 quarters. The position peaked at $280K in Q1 2014. 905 funds tracked by Wall St. Rank hold LMT as of Q2 2014.

  • Sunflower Bank Wealth Management reported no remaining Lockheed Martin position as of Q2 2014 after selling out during the quarter.
  • Sunflower Bank Wealth Management sold 1,715 Lockheed Martin shares in Q2 2014, an estimated $280K.
  • Sunflower Bank Wealth Management first reported a position in Lockheed Martin in Q4 2013 and held it in 2 quarters.
  • Sunflower Bank Wealth Management's Lockheed Martin position peaked at $280K in Q1 2014.
  • 905 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2014.

Based on Sunflower Bank Wealth Management's 13F filing for Q2 2014, filed 21 Aug 2014.