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

Cresset 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
2019 Q2	–	Sell	-91	Closed	-$3K	–	2001
2019 Q1	$3K	Buy	+91	New	+$2.61K	﹤0.01%	1593

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

CCP

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Cresset Asset Management's LM Position: Q2 2019 in Review

Cresset Asset Management sold out of Legg Mason, Inc. (LM) in Q2 2019, closing a stake of 91 shares — an estimated $3K sold.

Cresset Asset Management first reported a position in LM in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 326 funds tracked by Wall St. Rank hold LM as of Q2 2019.

Cresset Asset Management reported no remaining Legg Mason, Inc. position as of Q2 2019 after selling out during the quarter.
Cresset Asset Management sold 91 Legg Mason, Inc. shares in Q2 2019, an estimated $3K.
Cresset Asset Management first reported a position in Legg Mason, Inc. in Q1 2019 and held it in 1 quarter.
Cresset Asset Management's Legg Mason, Inc. position peaked at $3K in Q1 2019.
326 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.