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US Financial Advisors’s Lockheed Martin LMT Stock Holding History

US Financial 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
2016
Q2 		– Sell
-155
Closed -$34K – 240
2016
Q1 		$34K Sell
155
-203
-57% -$43.7K 0.06% 111
2015
Q4 		$78K Buy
358
+203
+131% +$44K 0.07% 110
2015
Q3 		$32K Hold
155
– – 0.05% 157
2015
Q2 		$29K Sell
155
-203
-57% -$39.1K 0.03% 151
2015
Q1 		$73K Hold
358
– – 0.07% 87
2014
Q4 		$69K Buy
+358
New +$66.4K 0.06% 92

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Financial Advisors's LMT Position: Q2 2016 in Review

US Financial Advisors sold out of Lockheed Martin (LMT) in Q2 2016, closing a stake of 155 shares — an estimated $34K sold.

US Financial Advisors first reported a position in LMT in Q4 2014 and held it in 6 quarters. The position peaked at $78K in Q4 2015. 1,154 funds tracked by Wall St. Rank hold LMT as of Q2 2016.

  • US Financial Advisors reported no remaining Lockheed Martin position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 155 Lockheed Martin shares in Q2 2016, an estimated $34K.
  • US Financial Advisors first reported a position in Lockheed Martin in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's Lockheed Martin position peaked at $78K in Q4 2015.
  • 1,154 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.