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

Brookstone Capital 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
2015 Q4	–	Sell	-41	Closed	-$2K	–	979
2015 Q3	$2K	Hold	41	–	–	﹤0.01%	1729
2015 Q2	$2K	Buy	+41	New	+$2.21K	﹤0.01%	1853

Other funds holding LM

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

BIT

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Brookstone Capital Management's LM Position: Q4 2015 in Review

Brookstone Capital Management sold out of Legg Mason, Inc. (LM) in Q4 2015, closing a stake of 41 shares — an estimated $2K sold.

Brookstone Capital Management first reported a position in LM in Q2 2015 and held it in 2 quarters. The position peaked at $2K in Q3 2015. 381 funds tracked by Wall St. Rank hold LM as of Q4 2015.

Brookstone Capital Management reported no remaining Legg Mason, Inc. position as of Q4 2015 after selling out during the quarter.
Brookstone Capital Management sold 41 Legg Mason, Inc. shares in Q4 2015, an estimated $2K.
Brookstone Capital Management first reported a position in Legg Mason, Inc. in Q2 2015 and held it in 2 quarters.
Brookstone Capital Management's Legg Mason, Inc. position peaked at $2K in Q3 2015.
381 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2015.

Based on Brookstone Capital Management's 13F filing for Q4 2015, filed 14 Jan 2016.