Apriem Advisors’s Legg Mason, Inc. LM Stock Holding History

Apriem Advisors’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	-50	Closed	-$1K	–	746
2016 Q4	$1K	Hold	50	–	–	﹤0.01%	693
2016 Q3	$2K	Hold	50	–	–	﹤0.01%	554
2016 Q2	$1K	Hold	50	–	–	﹤0.01%	566
2016 Q1	$2K	Hold	50	–	–	﹤0.01%	533
2015 Q4	$2K	Hold	50	–	–	﹤0.01%	505
2015 Q3	$2K	Hold	50	–	–	﹤0.01%	481
2015 Q2	$3K	Hold	50	–	–	﹤0.01%	562
2015 Q1	$3K	Hold	50	–	–	﹤0.01%	509
2014 Q4	$3K	Hold	50	–	–	﹤0.01%	474
2014 Q3	$3K	Hold	50	–	–	﹤0.01%	473
2014 Q2	$3K	Hold	50	–	–	﹤0.01%	428
2014 Q1	$2K	Hold	50	–	–	﹤0.01%	464
2013 Q4	$2K	Hold	50	–	–	﹤0.01%	475
2013 Q3	$2K	Hold	50	–	–	﹤0.01%	464
2013 Q2	$2K	Buy	+50	New	+$1.63K	﹤0.01%	440

Other funds holding LM

BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return

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

CCP

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

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

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

Apriem Advisors's LM Position: Q1 2017 in Review

Apriem Advisors sold out of Legg Mason, Inc. (LM) in Q1 2017, closing a stake of 50 shares — an estimated $1K sold.

Apriem Advisors first reported a position in LM in Q2 2013 and held it in 15 quarters. The position peaked at $3K in Q2 2015. 301 funds tracked by Wall St. Rank hold LM as of Q1 2017.

Apriem Advisors reported no remaining Legg Mason, Inc. position as of Q1 2017 after selling out during the quarter.
Apriem Advisors sold 50 Legg Mason, Inc. shares in Q1 2017, an estimated $1K.
Apriem Advisors first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 15 quarters.
Apriem Advisors's Legg Mason, Inc. position peaked at $3K in Q2 2015.
301 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.