CCP
LM

Corient Capital Partners’s Legg Mason, Inc. LM Stock Holding History

Corient Capital Partners’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
Q1 		– Sell
-63,868
Closed -$1.91M – 321
2016
Q4 		$1.91M Buy
63,868
+10,006
+19% +$314K 0.34% 85
2016
Q3 		$1.8M Buy
+53,862
New +$1.79M 0.33% 82

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
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
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Corient Capital Partners's LM Position: Q1 2017 in Review

Corient Capital Partners sold out of Legg Mason, Inc. (LM) in Q1 2017, closing a stake of 63,868 shares — an estimated $1.91M sold.

Corient Capital Partners first reported a position in LM in Q3 2016 and held it in 2 quarters. The position peaked at $1.91M in Q4 2016. 301 funds tracked by Wall St. Rank hold LM as of Q1 2017.

  • Corient Capital Partners reported no remaining Legg Mason, Inc. position as of Q1 2017 after selling out during the quarter.
  • Corient Capital Partners sold 63,868 Legg Mason, Inc. shares in Q1 2017, an estimated $1.91M.
  • Corient Capital Partners first reported a position in Legg Mason, Inc. in Q3 2016 and held it in 2 quarters.
  • Corient Capital Partners's Legg Mason, Inc. position peaked at $1.91M in Q4 2016.
  • 301 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2017.

Based on Corient Capital Partners's 13F filing for Q1 2017, filed 14 Aug 2017.