CCA
LM

Checchi Capital Advisers’s Legg Mason, Inc. LM Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-1,871
Closed -$55K – 1387
2016
Q2 		$55K Buy
1,871
+901
+93% +$29.2K 0.01% 799
2016
Q1 		$34K Buy
+970
New +$30.4K 0.01% 952

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Checchi Capital Advisers's LM Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Legg Mason, Inc. (LM) in Q3 2016, closing a stake of 1,871 shares — an estimated $55K sold.

Checchi Capital Advisers first reported a position in LM in Q1 2016 and held it in 2 quarters. The position peaked at $55K in Q2 2016. 319 funds tracked by Wall St. Rank hold LM as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Legg Mason, Inc. position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 1,871 Legg Mason, Inc. shares in Q3 2016, an estimated $55K.
  • Checchi Capital Advisers first reported a position in Legg Mason, Inc. in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Legg Mason, Inc. position peaked at $55K in Q2 2016.
  • 319 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.