AIM
LM

Acrospire Investment Management’s Legg Mason, Inc. LM Stock Holding History

Acrospire Investment Management’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,400
Closed -$53K – 1796
2017
Q2 		$53K Buy
1,400
+700
+100% +$26.5K 0.05% 805
2017
Q1 		$25K Buy
+700
New +$24.3K 0.02% 1506
2016
Q3 		– Sell
-800
Closed -$24K – 2261
2016
Q2 		$24K Sell
800
-800
-50% -$25.9K 0.02% 1474
2016
Q1 		$55K Buy
+1,600
New +$50.2K 0.04% 857

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acrospire Investment Management's LM Position: Q3 2017 in Review

Acrospire Investment Management sold out of Legg Mason, Inc. (LM) in Q3 2017, closing a stake of 1,400 shares — an estimated $53K sold.

Acrospire Investment Management first reported a position in LM in Q1 2016 and held it in 4 quarters. The position peaked at $55K in Q1 2016. 303 funds tracked by Wall St. Rank hold LM as of Q3 2017.

  • Acrospire Investment Management reported no remaining Legg Mason, Inc. position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,400 Legg Mason, Inc. shares in Q3 2017, an estimated $53K.
  • Acrospire Investment Management first reported a position in Legg Mason, Inc. in Q1 2016 and held it in 4 quarters.
  • Acrospire Investment Management's Legg Mason, Inc. position peaked at $55K in Q1 2016.
  • 303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.