Creative Planning’s Legg Mason, Inc. LM Stock Holding History

Creative Planning’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 Q3	–	Sell	-1,544	Closed	-$59K	–	4193
2017 Q2	$59K	Buy	1,544 +1,435	+1,317%	+$54.3K	﹤0.01%	2397
2017 Q1	$4K	Hold	109	–	–	﹤0.01%	4103
2016 Q4	$3K	Sell	109 -509	-82%	-$16K	﹤0.01%	4200
2016 Q3	$21K	Buy	618 +563	+1,024%	+$18.8K	﹤0.01%	3045
2016 Q2	$2K	Hold	55	–	–	﹤0.01%	4086
2016 Q1	$2K	Sell	55 -838	-94%	-$26.3K	﹤0.01%	4022
2015 Q4	$35K	Sell	893 -1,745	-66%	-$74.7K	﹤0.01%	2420
2015 Q3	$110K	Buy	+2,638	New	+$122K	﹤0.01%	1541
2015 Q2	–	Sell	-2,638	Closed	-$146K	–	3447
2015 Q1	$146K	Hold	2,638	–	–	﹤0.01%	1361
2014 Q4	$141K	Sell	2,638 -75	-3%	-$3.96K	﹤0.01%	1352
2014 Q3	$139K	Buy	2,713 +175	+7%	+$8.68K	﹤0.01%	1268
2014 Q2	$130K	Hold	2,538	–	–	﹤0.01%	1265
2014 Q1	$124K	Buy	2,538 +29	+1%	+$1.29K	﹤0.01%	1262
2013 Q4	$109K	Buy	2,509 +2,151	+601%	+$83.4K	﹤0.01%	1156
2013 Q3	$12K	Hold	358	–	–	﹤0.01%	2373
2013 Q2	$11K	Buy	+358	New	+$11.7K	﹤0.01%	2247

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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

CCP

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

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

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

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

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

Creative Planning's LM Position: Q3 2017 in Review

Creative Planning sold out of Legg Mason, Inc. (LM) in Q3 2017, closing a stake of 1,544 shares — an estimated $59K sold.

Creative Planning first reported a position in LM in Q2 2013 and held it in 16 quarters. The position peaked at $146K in Q1 2015. 303 funds tracked by Wall St. Rank hold LM as of Q3 2017.

Creative Planning reported no remaining Legg Mason, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,544 Legg Mason, Inc. shares in Q3 2017, an estimated $59K.
Creative Planning first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 16 quarters.
Creative Planning's Legg Mason, Inc. position peaked at $146K in Q1 2015.
303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.