CPIG
LM

Chicago Partners Investment Group’s Legg Mason, Inc. LM Stock Holding History

Chicago Partners Investment Group’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
2018
Q4 		– Sell
-131
Closed -$4K – 1039
2018
Q3 		$4K Buy
+131
New +$4.24K ﹤0.01% 963

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chicago Partners Investment Group's LM Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Legg Mason, Inc. (LM) in Q4 2018, closing a stake of 131 shares — an estimated $4K sold.

Chicago Partners Investment Group first reported a position in LM in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 316 funds tracked by Wall St. Rank hold LM as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Legg Mason, Inc. position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 131 Legg Mason, Inc. shares in Q4 2018, an estimated $4K.
  • Chicago Partners Investment Group first reported a position in Legg Mason, Inc. in Q3 2018 and held it in 1 quarter.
  • Chicago Partners Investment Group's Legg Mason, Inc. position peaked at $4K in Q3 2018.
  • 316 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.