DBIA
LM

Dumont & Blake Investment Advisors’s Legg Mason, Inc. LM Stock Holding History

Dumont & Blake Investment 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
2019
Q3 		– Sell
-7,150
Closed -$274K – 189
2019
Q2 		$274K Buy
+7,150
New +$247K 0.11% 156
2018
Q3 		– Sell
-6,140
Closed -$213K – 192
2018
Q2 		$213K Buy
6,140
+240
+4% +$9.11K 0.09% 156
2018
Q1 		$240K Hold
5,900
– – 0.1% 154
2017
Q4 		$248K Buy
+5,900
New +$232K 0.1% 154

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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 $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Dumont & Blake Investment Advisors's LM Position: Q3 2019 in Review

Dumont & Blake Investment Advisors sold out of Legg Mason, Inc. (LM) in Q3 2019, closing a stake of 7,150 shares — an estimated $274K sold.

Dumont & Blake Investment Advisors first reported a position in LM in Q4 2017 and held it in 4 quarters. The position peaked at $274K in Q2 2019. 329 funds tracked by Wall St. Rank hold LM as of Q3 2019.

  • Dumont & Blake Investment Advisors reported no remaining Legg Mason, Inc. position as of Q3 2019 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 7,150 Legg Mason, Inc. shares in Q3 2019, an estimated $274K.
  • Dumont & Blake Investment Advisors first reported a position in Legg Mason, Inc. in Q4 2017 and held it in 4 quarters.
  • Dumont & Blake Investment Advisors's Legg Mason, Inc. position peaked at $274K in Q2 2019.
  • 329 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2019.

Based on Dumont & Blake Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.