Delphi Private Advisors’s Legg Mason, Inc. LM Stock Holding History

Delphi Private Advisors’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	-27	Closed	-$1K	–	322
2016 Q4	$1K	Hold	27	–	–	﹤0.01%	250
2016 Q3	$1K	Hold	27	–	–	﹤0.01%	430
2016 Q2	$1K	Hold	27	–	–	﹤0.01%	453
2016 Q1	$1K	Hold	27	–	–	﹤0.01%	301
2015 Q4	$1K	Buy	+27	New	+$1.16K	﹤0.01%	350

Other funds holding LM

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

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

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

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Delphi Private Advisors's LM Position: Q1 2017 in Review

Delphi Private Advisors sold out of Legg Mason, Inc. (LM) in Q1 2017, closing a stake of 27 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in LM in Q4 2015 and held it in 5 quarters. The position peaked at $1K in Q4 2016. 301 funds tracked by Wall St. Rank hold LM as of Q1 2017.

Delphi Private Advisors reported no remaining Legg Mason, Inc. position as of Q1 2017 after selling out during the quarter.
Delphi Private Advisors sold 27 Legg Mason, Inc. shares in Q1 2017, an estimated $1K.
Delphi Private Advisors first reported a position in Legg Mason, Inc. in Q4 2015 and held it in 5 quarters.
Delphi Private Advisors's Legg Mason, Inc. position peaked at $1K in Q4 2016.
301 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.