CIM
LM

Contravisory Investment Management’s Legg Mason, Inc. LM Stock Holding History

Contravisory Investment 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
2018
Q3 		– Sell
-4,060
Closed -$141K – 376
2018
Q2 		$141K Sell
4,060
-349
-8% -$13.2K 0.05% 171
2018
Q1 		$179K Hold
4,409
– – 0.07% 151
2017
Q4 		$185K Sell
4,409
-291
-6% -$11.4K 0.07% 152
2017
Q3 		$185K Buy
+4,700
New +$181K 0.07% 152

Other funds holding LM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Contravisory Investment Management's LM Position: Q3 2018 in Review

Contravisory Investment Management sold out of Legg Mason, Inc. (LM) in Q3 2018, closing a stake of 4,060 shares — an estimated $141K sold.

Contravisory Investment Management first reported a position in LM in Q3 2017 and held it in 4 quarters. The position peaked at $185K in Q4 2017. 337 funds tracked by Wall St. Rank hold LM as of Q3 2018.

  • Contravisory Investment Management reported no remaining Legg Mason, Inc. position as of Q3 2018 after selling out during the quarter.
  • Contravisory Investment Management sold 4,060 Legg Mason, Inc. shares in Q3 2018, an estimated $141K.
  • Contravisory Investment Management first reported a position in Legg Mason, Inc. in Q3 2017 and held it in 4 quarters.
  • Contravisory Investment Management's Legg Mason, Inc. position peaked at $185K in Q4 2017.
  • 337 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2018.

Based on Contravisory Investment Management's 13F filing for Q3 2018, filed 11 Oct 2018.