CFP
LM

Cornerstone Financial Partners’s Legg Mason, Inc. LM Stock Holding History

Cornerstone Financial 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
Q4 		$3.08M Sell
73,493
-2,779
-4% -$109K 1.01% 30
2017
Q3 		$3M Sell
76,272
-7,068
-8% -$271K 1.14% 24
2017
Q2 		$3.18M Buy
83,340
+5,651
+7% +$214K 1.25% 22
2017
Q1 		$2.81M Buy
+77,689
New +$2.69M 0.94% 31

Other funds holding LM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cornerstone Financial Partners's LM Position: Q4 2017 in Review

Cornerstone Financial Partners reduced its Legg Mason, Inc. (LM) stake by 3.6% in Q4 2017, selling an estimated $109K and leaving 73,493 shares worth $3.08M. The position accounts for 1.01% of the portfolio, ranked #30.

Cornerstone Financial Partners first reported a position in LM in Q1 2017 and has held it in 4 quarters since. The position peaked at $3.18M in Q2 2017. 349 funds tracked by Wall St. Rank hold LM as of Q4 2017.

  • Cornerstone Financial Partners held 73,493 shares of Legg Mason, Inc. worth $3.08M as of Q4 2017.
  • Cornerstone Financial Partners sold 2,779 Legg Mason, Inc. shares in Q4 2017, an estimated $109K.
  • Legg Mason, Inc. made up 1.01% of Cornerstone Financial Partners's portfolio in Q4 2017, its #30 holding.
  • Cornerstone Financial Partners first reported a position in Legg Mason, Inc. in Q1 2017 and has held it in 4 quarters since.
  • Cornerstone Financial Partners's Legg Mason, Inc. position peaked at $3.18M in Q2 2017.
  • 349 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.