Clear Harbor Asset Management’s Legg Mason, Inc. LM Stock Holding History

Clear Harbor Asset 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 Q4	–	Sell	-7,500	Closed	-$295K	–	269
2017 Q3	$295K	Hold	7,500	–	–	0.06%	189
2017 Q2	$294K	Buy	+7,500	New	+$284K	0.06%	197
2015 Q3	–	Sell	-4,000	Closed	-$206K	–	324
2015 Q2	$206K	Hold	4,000	–	–	0.04%	265
2015 Q1	$221K	Buy	+4,000	New	+$224K	0.04%	258

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Clear Harbor Asset Management's LM Position: Q4 2017 in Review

Clear Harbor Asset Management sold out of Legg Mason, Inc. (LM) in Q4 2017, closing a stake of 7,500 shares — an estimated $295K sold.

Clear Harbor Asset Management first reported a position in LM in Q1 2015 and held it in 4 quarters. The position peaked at $295K in Q3 2017. 349 funds tracked by Wall St. Rank hold LM as of Q4 2017.

Clear Harbor Asset Management reported no remaining Legg Mason, Inc. position as of Q4 2017 after selling out during the quarter.
Clear Harbor Asset Management sold 7,500 Legg Mason, Inc. shares in Q4 2017, an estimated $295K.
Clear Harbor Asset Management first reported a position in Legg Mason, Inc. in Q1 2015 and held it in 4 quarters.
Clear Harbor Asset Management's Legg Mason, Inc. position peaked at $295K in Q3 2017.
349 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2017.

Based on Clear Harbor Asset Management's 13F filing for Q4 2017, filed 23 Jan 2018.