BancorpSouth’s Legg Mason, Inc. LM Stock Holding History

BancorpSouth’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	$2.02M	Buy	51,294 +839	+2%	+$32.2K	0.2%	72
2017 Q2	$1.93M	Buy	50,455 +2,300	+5%	+$87.1K	0.2%	73
2017 Q1	$1.74M	Buy	48,155 +4,420	+10%	+$153K	0.18%	73
2016 Q4	$1.31M	Buy	+43,735	New	+$1.37M	0.14%	77

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

FPA

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

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

BancorpSouth's LM Position: Q3 2017 in Review

BancorpSouth increased its Legg Mason, Inc. (LM) stake by 1.7% in Q3 2017, buying an estimated $32.2K and bringing the position to 51,294 shares worth $2.02M. The position accounts for 0.2% of the portfolio, ranked #72.

BancorpSouth first reported a position in LM in Q4 2016 and has held it in 4 quarters since. 303 funds tracked by Wall St. Rank hold LM as of Q3 2017.

BancorpSouth held 51,294 shares of Legg Mason, Inc. worth $2.02M as of Q3 2017.
BancorpSouth bought 839 Legg Mason, Inc. shares in Q3 2017, an estimated $32.2K.
Legg Mason, Inc. made up 0.2% of BancorpSouth's portfolio in Q3 2017, its #72 holding.
BancorpSouth first reported a position in Legg Mason, Inc. in Q4 2016 and has held it in 4 quarters since.
303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.