Avestar Capital’s Legg Mason, Inc. LM Stock Holding History

Avestar Capital’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	–	Sell	-336	Closed	-$12K	–	953
2019 Q2	$12K	Hold	336	–	–	0.01%	488
2019 Q1	$9K	Hold	336	–	–	0.01%	498
2018 Q4	$8K	Hold	336	–	–	0.01%	478
2018 Q3	$10K	Buy	336 +189	+129%	+$6.11K	0.01%	474
2018 Q2	$5K	Hold	147	–	–	﹤0.01%	585
2018 Q1	$5K	Buy	+147	New	+$6.07K	﹤0.01%	552

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

Avestar Capital's LM Position: Q3 2019 in Review

Avestar Capital sold out of Legg Mason, Inc. (LM) in Q3 2019, closing a stake of 336 shares — an estimated $12K sold.

Avestar Capital first reported a position in LM in Q1 2018 and held it in 6 quarters. The position peaked at $12K in Q2 2019. 329 funds tracked by Wall St. Rank hold LM as of Q3 2019.

Avestar Capital reported no remaining Legg Mason, Inc. position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 336 Legg Mason, Inc. shares in Q3 2019, an estimated $12K.
Avestar Capital first reported a position in Legg Mason, Inc. in Q1 2018 and held it in 6 quarters.
Avestar Capital's Legg Mason, Inc. position peaked at $12K in Q2 2019.
329 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.