Zions Trust National Association’s Lockheed Martin LMT Stock Holding History

Zions Trust National Association’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 Q4	$31K	Buy	+160	New	+$29.7K	0.04%	118
2014 Q3	–	Sell	-125	Closed	-$20K	–	231
2014 Q2	$20K	Buy	+125	New	+$20.3K	0.03%	147

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Zions Trust National Association's LMT Position: Q4 2014 in Review

Zions Trust National Association opened a new position in Lockheed Martin (LMT) in Q4 2014: 160 shares worth $31K. The stake represents 0.04% of the portfolio and ranks #118 among its holdings. This is a return to the name: Zions Trust National Association previously reported a position in LMT as recently as Q2 2014.

Zions Trust National Association first reported a position in LMT in Q2 2014 and has held it in 2 quarters since. 992 funds tracked by Wall St. Rank hold LMT as of Q4 2014.

Zions Trust National Association held 160 shares of Lockheed Martin worth $31K as of Q4 2014.
Lockheed Martin was a new Zions Trust National Association position in Q4 2014.
Lockheed Martin made up 0.04% of Zions Trust National Association's portfolio in Q4 2014, its #118 holding.
Zions Trust National Association first reported a position in Lockheed Martin in Q2 2014 and has held it in 2 quarters since.
992 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.