Carson Wealth (CWM LLC)
LM

Carson Wealth (CWM LLC)’s Legg Mason, Inc. LM Stock Holding History

Carson Wealth (CWM LLC)’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
2019
Q1 		– Sell
-16
Closed – – 3425
2018
Q4 		$0 Buy
16
+7
+78% +$196 ﹤0.01% 2324
2018
Q3 		$0 Buy
+9
New +$291 ﹤0.01% 2061
2017
Q1 		– Sell
-78
Closed -$2K – 1371
2016
Q4 		$2K Buy
+78
New +$2.45K ﹤0.01% 1020

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LM Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Legg Mason, Inc. (LM) in Q1 2019, closing a stake of 16 shares.

Carson Wealth (CWM LLC) first reported a position in LM in Q4 2016 and held it in 3 quarters. The position peaked at $2K in Q4 2016. 322 funds tracked by Wall St. Rank hold LM as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Legg Mason, Inc. position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 16 Legg Mason, Inc. shares in Q1 2019.
  • Carson Wealth (CWM LLC) first reported a position in Legg Mason, Inc. in Q4 2016 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Legg Mason, Inc. position peaked at $2K in Q4 2016.
  • 322 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.