Empirical Finance’s Legg Mason, Inc. LM Stock Holding History

Empirical Finance’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	-52	Closed	-$2K	–	636
2016 Q4	$2K	Buy	+52	New	+$1.63K	﹤0.01%	664

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

Empirical Finance's LM Position: Q1 2017 in Review

Empirical Finance sold out of Legg Mason, Inc. (LM) in Q1 2017, closing a stake of 52 shares — an estimated $2K sold.

Empirical Finance first reported a position in LM in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 301 funds tracked by Wall St. Rank hold LM as of Q1 2017.

Empirical Finance reported no remaining Legg Mason, Inc. position as of Q1 2017 after selling out during the quarter.
Empirical Finance sold 52 Legg Mason, Inc. shares in Q1 2017, an estimated $2K.
Empirical Finance first reported a position in Legg Mason, Inc. in Q4 2016 and held it in 1 quarter.
Empirical Finance's Legg Mason, Inc. position peaked at $2K in Q4 2016.
301 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2017.

Based on Empirical Finance's 13F filing for Q1 2017, filed 11 May 2017.