Brave Asset Management’s Legg Mason, Inc. LM Stock Holding History

Brave Asset Management’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 Q3	–	Sell	-1,000	Closed	-$29K	–	407
2016 Q2	$29K	Buy	1,000 +500	+100%	+$16.2K	0.02%	267
2016 Q1	$17K	Hold	500	–	–	0.01%	309
2015 Q4	$20K	Buy	+500	New	+$21.4K	0.01%	296
2014 Q2	–	Sell	-6,700	Closed	-$329K	–	446
2014 Q1	$329K	Hold	6,700	–	–	0.26%	96
2013 Q4	$291K	Buy	+6,700	New	+$260K	0.23%	95

Other funds holding LM

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CCP

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

Brave Asset Management's LM Position: Q3 2016 in Review

Brave Asset Management sold out of Legg Mason, Inc. (LM) in Q3 2016, closing a stake of 1,000 shares — an estimated $29K sold.

Brave Asset Management first reported a position in LM in Q4 2013 and held it in 5 quarters. The position peaked at $329K in Q1 2014. 319 funds tracked by Wall St. Rank hold LM as of Q3 2016.

Brave Asset Management reported no remaining Legg Mason, Inc. position as of Q3 2016 after selling out during the quarter.
Brave Asset Management sold 1,000 Legg Mason, Inc. shares in Q3 2016, an estimated $29K.
Brave Asset Management first reported a position in Legg Mason, Inc. in Q4 2013 and held it in 5 quarters.
Brave Asset Management's Legg Mason, Inc. position peaked at $329K in Q1 2014.
319 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2016.

Based on Brave Asset Management's 13F filing for Q3 2016, filed 10 Nov 2016.