Alpine Woods Capital Investors’s Legg Mason, Inc. LM Stock Holding History

Alpine Woods Capital Investors’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 Q1	–	Sell	-37,000	Closed	-$1.11M	–	486
2016 Q4	$1.11M	Buy	37,000 +1,000	+3%	+$31.4K	0.06%	228
2016 Q3	$1.21M	Buy	36,000 +1,000	+3%	+$33.3K	0.07%	225
2016 Q2	$1.03M	Buy	+35,000	New	+$1.13M	0.06%	232

Other funds holding LM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Alpine Woods Capital Investors's LM Position: Q1 2017 in Review

Alpine Woods Capital Investors sold out of Legg Mason, Inc. (LM) in Q1 2017, closing a stake of 37,000 shares — an estimated $1.11M sold.

Alpine Woods Capital Investors first reported a position in LM in Q2 2016 and held it in 3 quarters. The position peaked at $1.21M in Q3 2016. 301 funds tracked by Wall St. Rank hold LM as of Q1 2017.

Alpine Woods Capital Investors reported no remaining Legg Mason, Inc. position as of Q1 2017 after selling out during the quarter.
Alpine Woods Capital Investors sold 37,000 Legg Mason, Inc. shares in Q1 2017, an estimated $1.11M.
Alpine Woods Capital Investors first reported a position in Legg Mason, Inc. in Q2 2016 and held it in 3 quarters.
Alpine Woods Capital Investors's Legg Mason, Inc. position peaked at $1.21M in Q3 2016.
301 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2017.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2017, filed 3 May 2017.