Sfe Investment Counsel Has Lowered Its Kayne Anderson Mlp Invt Co (KYN) Holding by $1.04 Million; Share Price Declined; Catawba Capital Management Cut Its Lockheed Martin (LMT) Holding by $482,142 as Share Price Rose

April 24, 2018 - By David Stenberg

Lockheed Martin Corporation (NYSE:LMT) Logo

Catawba Capital Management decreased its stake in Lockheed Martin Corp (LMT) by 6.15% based on its latest 2017Q4 regulatory filing with the SEC. Catawba Capital Management sold 1,502 shares as the company’s stock rose 6.55% while stock markets declined. The institutional investor held 22,919 shares of the military and government and technical company at the end of 2017Q4, valued at $7.36 million, down from 24,421 at the end of the previous reported quarter. Catawba Capital Management who had been investing in Lockheed Martin Corp for a number of months, seems to be less bullish one the $98.87 billion market cap company. The stock decreased 3.54% or $12.695 during the last trading session, reaching $345.905. About 1.16M shares traded. Lockheed Martin Corporation (NYSE:LMT) has risen 26.83% since April 24, 2017 and is uptrending. It has outperformed by 15.28% the S&P500.

Sfe Investment Counsel decreased its stake in Kayne Anderson Mlp Invt Co (KYN) by 14.74% based on its latest 2017Q4 regulatory filing with the SEC. Sfe Investment Counsel sold 54,657 shares as the company’s stock declined 10.33% with the market. The institutional investor held 316,274 shares of the company at the end of 2017Q4, valued at $6.03M, down from 370,931 at the end of the previous reported quarter. Sfe Investment Counsel who had been investing in Kayne Anderson Mlp Invt Co for a number of months, seems to be less bullish one the $2.03 billion market cap company. The stock decreased 0.06% or $0.011 during the last trading session, reaching $17.719. About 413,704 shares traded. Kayne Anderson MLP Investment Company (NYSE:KYN) has declined 18.11% since April 24, 2017 and is downtrending. It has underperformed by 29.66% the S&P500.

Investors sentiment increased to 0.95 in 2017 Q4. Its up 0.28, from 0.67 in 2017Q3. It is positive, as 13 investors sold KYN shares while 46 reduced holdings. 23 funds opened positions while 33 raised stakes. 25.56 million shares or 8.68% more from 23.52 million shares in 2017Q3 were reported. 10,370 were reported by Benchmark Capital Advsr. Moreover, Carroll Fincl Assoc has 0% invested in Kayne Anderson MLP Investment Company (NYSE:KYN). Cohen And Steers owns 385,931 shares. Hite Hedge Asset Mngmt Ltd Liability Corporation has 568,924 shares for 1.91% of their portfolio. Rmb Capital Limited Liability Corporation holds 0.06% or 129,925 shares in its portfolio. Signature Est & Inv Ltd reported 547,063 shares or 1.06% of all its holdings. Commerce Financial Bank reported 39,189 shares. Lpl Fincl Limited Liability Com invested in 0% or 84,053 shares. Alpha Cubed Invests Limited Liability Corp stated it has 10,005 shares. 2,100 are held by Fifth Third National Bank & Trust. Goldman Sachs Grp Inc Inc reported 243,769 shares stake. Citigroup has 7,243 shares for 0% of their portfolio. Bard Assocs reported 27,625 shares or 0.25% of all its holdings. Comml Bank Of America Corporation De reported 5.18M shares or 0.02% of all its holdings. Avalon invested in 0.01% or 15,000 shares.

Sfe Investment Counsel, which manages about $321.20M and $247.65M US Long portfolio, upped its stake in Bristol Myers Squibb Co (NYSE:BMY) by 4,920 shares to 8,735 shares, valued at $535,000 in 2017Q4, according to the filing. It also increased its holding in Claymore Exchange Trd Fd Tr (BSJK) by 43,864 shares in the quarter, for a total of 282,759 shares, and has risen its stake in Claymore Exchange Trd Fd Tr (BSJL).

Investors sentiment decreased to 1.18 in Q4 2017. Its down 0.06, from 1.24 in 2017Q3. It dived, as 37 investors sold LMT shares while 381 reduced holdings. 103 funds opened positions while 390 raised stakes. 218.89 million shares or 1.12% less from 221.38 million shares in 2017Q3 were reported. Lord Abbett And Com Limited accumulated 250,776 shares or 0.23% of the stock. Metropolitan Life Insur invested 0.21% in Lockheed Martin Corporation (NYSE:LMT). Earnest Partners Limited Company invested in 130 shares or 0% of the stock. Swarthmore owns 25,225 shares for 1.73% of their portfolio. Panagora Asset Mngmt Inc, a Massachusetts-based fund reported 324,289 shares. Carret Asset Mngmt Ltd has 0.12% invested in Lockheed Martin Corporation (NYSE:LMT). Asset Management holds 0.23% in Lockheed Martin Corporation (NYSE:LMT) or 21,593 shares. Community National Bank & Trust Na accumulated 0.03% or 905 shares. Lenox Wealth Advsrs has invested 0.02% in Lockheed Martin Corporation (NYSE:LMT). Neuberger Berman Grp Ltd Company reported 0.1% in Lockheed Martin Corporation (NYSE:LMT). Utd Services Automobile Association has invested 0.22% of its portfolio in Lockheed Martin Corporation (NYSE:LMT). Moreover, Jfs Wealth Advsrs Ltd Limited Liability Company has 0.01% invested in Lockheed Martin Corporation (NYSE:LMT) for 148 shares. Macroview Invest Ltd Co has 68 shares. Bancshares Of America De owns 8.85 million shares or 0.48% of their US portfolio. Mycio Wealth Prtn Ltd Liability Company reported 0.27% of its portfolio in Lockheed Martin Corporation (NYSE:LMT).

Since January 29, 2018, it had 0 buys, and 2 selling transactions for $9.28 million activity. On Thursday, February 1 Ambrose Richard F sold $2.69 million worth of Lockheed Martin Corporation (NYSE:LMT) or 7,517 shares.

Lockheed Martin Corporation (NYSE:LMT) Institutional Positions Chart

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