BlackRock Institutional Trust’s Legg Mason, Inc. LM Stock Holding History

BlackRock Institutional Trust’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
2016 Q4	$114M	Buy	3,815,690 +1,172,858	+44%	+$36.9M	0.02%	844
2016 Q3	$88.5M	Sell	2,642,832 -183,390	-6%	-$6.11M	0.01%	942
2016 Q2	$83.3M	Sell	2,826,222 -55,214	-2%	-$1.79M	0.01%	955
2016 Q1	$99.9M	Buy	2,881,436 +31,592	+1%	+$991K	0.02%	833
2015 Q4	$112M	Sell	2,849,844 -7,389	-0.3%	-$316K	0.02%	778
2015 Q3	$119M	Buy	2,857,233 +191,665	+7%	+$8.88M	0.02%	740
2015 Q2	$137M	Sell	2,665,568 -122,235	-4%	-$6.58M	0.02%	724
2015 Q1	$154M	Buy	2,787,803 +10,229	+0.4%	+$574K	0.02%	683
2014 Q4	$148M	Sell	2,777,574 -16,789	-0.6%	-$886K	0.02%	672
2014 Q3	$143M	Sell	2,794,363 -14,791	-0.5%	-$734K	0.02%	662
2014 Q2	$144M	Sell	2,809,154 -124,806	-4%	-$6.02M	0.02%	689
2014 Q1	$144M	Sell	2,933,960 -43,831	-1%	-$1.95M	0.02%	682
2013 Q4	$129M	Sell	2,977,791 -58,698	-2%	-$2.28M	0.02%	708
2013 Q3	$102M	Sell	3,036,489 -109,255	-3%	-$3.66M	0.02%	789
2013 Q2	$97.5M	Buy	+3,145,744	New	+$103M	0.02%	763

Other funds holding LM

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

Fidelity Investments

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

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return