Tiedemann Advisors’s Lockheed Martin LMT Stock Holding History

Tiedemann 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 Q2	–	Sell	-619	Closed	-$209K	–	299
2018 Q1	$209K	Buy	+619	New	+$211K	0.01%	254
2017 Q3	–	Sell	-3,199	Closed	-$888K	–	409
2017 Q2	$888K	Buy	3,199 +1,742	+120%	+$479K	0.06%	229
2017 Q1	$390K	Buy	+1,457	New	+$382K	0.03%	299

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tiedemann Advisors's LMT Position: Q2 2018 in Review

Tiedemann Advisors sold out of Lockheed Martin (LMT) in Q2 2018, closing a stake of 619 shares — an estimated $209K sold.

Tiedemann Advisors first reported a position in LMT in Q1 2017 and held it in 3 quarters. The position peaked at $888K in Q2 2017. 1,451 funds tracked by Wall St. Rank hold LMT as of Q2 2018.

Tiedemann Advisors reported no remaining Lockheed Martin position as of Q2 2018 after selling out during the quarter.
Tiedemann Advisors sold 619 Lockheed Martin shares in Q2 2018, an estimated $209K.
Tiedemann Advisors first reported a position in Lockheed Martin in Q1 2017 and held it in 3 quarters.
Tiedemann Advisors's Lockheed Martin position peaked at $888K in Q2 2017.
1,451 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2018.

Based on Tiedemann Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.