BTS
LM

BB&T Securities’s Legg Mason, Inc. LM Stock Holding History

BB&T Securities’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 		– Sell
-20,981
Closed -$800K – 1479
2017
Q2 		$800K Sell
20,981
-1,504
-7% -$57K 0.01% 819
2017
Q1 		$811K Buy
+22,485
New +$779K 0.01% 734

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BB&T Securities's LM Position: Q3 2017 in Review

BB&T Securities sold out of Legg Mason, Inc. (LM) in Q3 2017, closing a stake of 20,981 shares — an estimated $800K sold.

BB&T Securities first reported a position in LM in Q1 2017 and held it in 2 quarters. The position peaked at $811K in Q1 2017. 303 funds tracked by Wall St. Rank hold LM as of Q3 2017.

  • BB&T Securities reported no remaining Legg Mason, Inc. position as of Q3 2017 after selling out during the quarter.
  • BB&T Securities sold 20,981 Legg Mason, Inc. shares in Q3 2017, an estimated $800K.
  • BB&T Securities first reported a position in Legg Mason, Inc. in Q1 2017 and held it in 2 quarters.
  • BB&T Securities's Legg Mason, Inc. position peaked at $811K in Q1 2017.
  • 303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2017.

Based on BB&T Securities's 13F filing for Q3 2017, filed 13 Nov 2017.