Calamos Advisors’s Legg Mason, Inc. LM Stock Holding History

Calamos Advisors’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 Q2	–	Sell	-123,000	Closed	-$4.44M	–	653
2017 Q1	$4.44M	Buy	+123,000	New	+$4.26M	0.04%	377
2016 Q1	–	Sell	-5,660	Closed	-$222K	–	661
2015 Q4	$222K	Hold	5,660	–	–	﹤0.01%	628
2015 Q3	$236K	Hold	5,660	–	–	﹤0.01%	646
2015 Q2	$292K	Hold	5,660	–	–	﹤0.01%	625
2015 Q1	$312K	Buy	+5,660	New	+$318K	﹤0.01%	631

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

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

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

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

CCP

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Calamos Advisors's LM Position: Q2 2017 in Review

Calamos Advisors sold out of Legg Mason, Inc. (LM) in Q2 2017, closing a stake of 123,000 shares — an estimated $4.44M sold.

Calamos Advisors first reported a position in LM in Q1 2015 and held it in 5 quarters. The position peaked at $4.44M in Q1 2017. 320 funds tracked by Wall St. Rank hold LM as of Q2 2017.

Calamos Advisors reported no remaining Legg Mason, Inc. position as of Q2 2017 after selling out during the quarter.
Calamos Advisors sold 123,000 Legg Mason, Inc. shares in Q2 2017, an estimated $4.44M.
Calamos Advisors first reported a position in Legg Mason, Inc. in Q1 2015 and held it in 5 quarters.
Calamos Advisors's Legg Mason, Inc. position peaked at $4.44M in Q1 2017.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2017.

Based on Calamos Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.