CIAN
LM

Capstone Investment Advisors (Netherlands)’s Legg Mason, Inc. LM Stock Holding History

Capstone Investment Advisors (Netherlands)’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 		$241K Sell
6,314
-1,429
-18% -$54.1K 0.84% 42
2017
Q1 		$280K Buy
+7,743
New +$268K 0.79% 58

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capstone Investment Advisors (Netherlands)'s LM Position: Q2 2017 in Review

Capstone Investment Advisors (Netherlands) reduced its Legg Mason, Inc. (LM) stake by 18% in Q2 2017, selling an estimated $54.1K and leaving 6,314 shares worth $241K. The position accounts for 0.84% of the portfolio, ranked #42.

Capstone Investment Advisors (Netherlands) first reported a position in LM in Q1 2017 and has held it in 2 quarters since. The position peaked at $280K in Q1 2017. 320 funds tracked by Wall St. Rank hold LM as of Q2 2017.

  • Capstone Investment Advisors (Netherlands) held 6,314 shares of Legg Mason, Inc. worth $241K as of Q2 2017.
  • Capstone Investment Advisors (Netherlands) sold 1,429 Legg Mason, Inc. shares in Q2 2017, an estimated $54.1K.
  • Legg Mason, Inc. made up 0.84% of Capstone Investment Advisors (Netherlands)'s portfolio in Q2 2017, its #42 holding.
  • Capstone Investment Advisors (Netherlands) first reported a position in Legg Mason, Inc. in Q1 2017 and has held it in 2 quarters since.
  • Capstone Investment Advisors (Netherlands)'s Legg Mason, Inc. position peaked at $280K in Q1 2017.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2017.

Based on Capstone Investment Advisors (Netherlands)'s 13F filing for Q2 2017, filed 14 Aug 2017.