Darrell & King’s Legg Mason, Inc. LM Stock Holding History

Darrell & King’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
2016 Q1	–	Sell	-579,730	Closed	-$22.7M	–	56
2015 Q4	$22.7M	Buy	+579,730	New	+$24.8M	3.8%	17

Other funds holding LM

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

CCP

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

Darrell & King's LM Position: Q1 2016 in Review

Darrell & King sold out of Legg Mason, Inc. (LM) in Q1 2016, closing a stake of 579,730 shares — an estimated $22.7M sold.

Darrell & King first reported a position in LM in Q4 2015 and held it in 1 quarter. The position peaked at $22.7M in Q4 2015. 356 funds tracked by Wall St. Rank hold LM as of Q1 2016.

Darrell & King reported no remaining Legg Mason, Inc. position as of Q1 2016 after selling out during the quarter.
Darrell & King sold 579,730 Legg Mason, Inc. shares in Q1 2016, an estimated $22.7M.
Darrell & King first reported a position in Legg Mason, Inc. in Q4 2015 and held it in 1 quarter.
Darrell & King's Legg Mason, Inc. position peaked at $22.7M in Q4 2015.
356 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2016.

Based on Darrell & King's 13F filing for Q1 2016, filed 26 Apr 2016.