Evercore Wealth Management’s Legg Mason, Inc. LM Stock Holding History

Evercore Wealth 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
2017 Q2	–	Sell	-715	Closed	-$26K	–	1060
2017 Q1	$26K	Buy	+715	New	+$24.8K	﹤0.01%	717
2016 Q4	–	Sell	-282	Closed	-$9K	–	1115
2016 Q3	$9K	Hold	282	–	–	﹤0.01%	882
2016 Q2	$8K	Buy	+282	New	+$9.14K	﹤0.01%	876

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Evercore Wealth Management's LM Position: Q2 2017 in Review

Evercore Wealth Management sold out of Legg Mason, Inc. (LM) in Q2 2017, closing a stake of 715 shares — an estimated $26K sold.

Evercore Wealth Management first reported a position in LM in Q2 2016 and held it in 3 quarters. The position peaked at $26K in Q1 2017. 320 funds tracked by Wall St. Rank hold LM as of Q2 2017.

Evercore Wealth Management reported no remaining Legg Mason, Inc. position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 715 Legg Mason, Inc. shares in Q2 2017, an estimated $26K.
Evercore Wealth Management first reported a position in Legg Mason, Inc. in Q2 2016 and held it in 3 quarters.
Evercore Wealth Management's Legg Mason, Inc. position peaked at $26K in Q1 2017.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.