Calvert Investment Management’s Legg Mason, Inc. LM Stock Holding History

Calvert Investment 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
2017 Q1	–	Sell	-6,705	Closed	-$201K	–	698
2016 Q4	$201K	Sell	6,705 -798	-11%	-$25.1K	0.01%	786
2016 Q3	$251K	Sell	7,503 -1,199	-14%	-$39.9K	0.01%	703
2016 Q2	$257K	Buy	8,702 +643	+8%	+$20.8K	0.01%	665
2016 Q1	$279K	Buy	8,059 +681	+9%	+$21.4K	0.01%	617
2015 Q4	$289K	Buy	7,378 +2,430	+49%	+$104K	0.01%	581
2015 Q3	$206K	Buy	4,948 +254	+5%	+$11.8K	0.01%	572
2015 Q2	$242K	Buy	4,694 +395	+9%	+$21.3K	0.01%	562
2015 Q1	$237K	Buy	4,299 +516	+14%	+$29K	0.02%	554
2014 Q4	$202K	Buy	+3,783	New	+$200K	0.01%	571

Other funds holding LM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Calvert Investment Management's LM Position: Q1 2017 in Review

Calvert Investment Management sold out of Legg Mason, Inc. (LM) in Q1 2017, closing a stake of 6,705 shares — an estimated $201K sold.

Calvert Investment Management first reported a position in LM in Q4 2014 and held it in 9 quarters. The position peaked at $289K in Q4 2015. 301 funds tracked by Wall St. Rank hold LM as of Q1 2017.

Calvert Investment Management reported no remaining Legg Mason, Inc. position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 6,705 Legg Mason, Inc. shares in Q1 2017, an estimated $201K.
Calvert Investment Management first reported a position in Legg Mason, Inc. in Q4 2014 and held it in 9 quarters.
Calvert Investment Management's Legg Mason, Inc. position peaked at $289K in Q4 2015.
301 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.