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

Advantage 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
2019 Q3	$3K	Hold	82	–	–	﹤0.01%	840
2019 Q2	$3K	Hold	82	–	–	﹤0.01%	851
2019 Q1	$2K	Hold	82	–	–	﹤0.01%	879
2018 Q4	$2K	Hold	82	–	–	﹤0.01%	932
2018 Q3	$3K	Hold	82	–	–	﹤0.01%	925
2018 Q2	$3K	Hold	82	–	–	﹤0.01%	847
2018 Q1	$3K	Hold	82	–	–	﹤0.01%	889
2017 Q4	$3K	Hold	82	–	–	﹤0.01%	901
2017 Q3	$3K	Sell	82 -41	-33%	-$1.57K	﹤0.01%	920
2017 Q2	$5K	Buy	123 +41	+50%	+$1.55K	﹤0.01%	853
2017 Q1	$3K	Hold	82	–	–	﹤0.01%	881
2016 Q4	$2K	Hold	82	–	–	﹤0.01%	876
2016 Q3	$3K	Hold	82	–	–	﹤0.01%	809
2016 Q2	$2K	Hold	82	–	–	﹤0.01%	810
2016 Q1	$3K	Hold	82	–	–	﹤0.01%	754
2015 Q4	$3K	Hold	82	–	–	﹤0.01%	756
2015 Q3	$3K	Hold	82	–	–	﹤0.01%	732
2015 Q2	$4K	Hold	82	–	–	﹤0.01%	731
2015 Q1	$5K	Hold	82	–	–	﹤0.01%	700
2014 Q4	$4K	Buy	+82	New	+$4.33K	﹤0.01%	649

Other funds holding LM

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Advantage Investment Management's LM Position: Q3 2019 in Review

Advantage Investment Management held its Legg Mason, Inc. (LM) position steady in Q3 2019 at 82 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Advantage Investment Management first reported a position in LM in Q4 2014 and has held it in 20 quarters since. The position peaked at $5K in Q2 2017. 329 funds tracked by Wall St. Rank hold LM as of Q3 2019.

Advantage Investment Management held 82 shares of Legg Mason, Inc. worth $3K as of Q3 2019.
Advantage Investment Management left its Legg Mason, Inc. share count unchanged in Q3 2019.
Legg Mason, Inc. made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #840 holding.
Advantage Investment Management first reported a position in Legg Mason, Inc. in Q4 2014 and has held it in 20 quarters since.
Advantage Investment Management's Legg Mason, Inc. position peaked at $5K in Q2 2017.
329 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.