Farmers & Merchants Investments Inc’s Legg Mason, Inc. LM Stock Holding History

Farmers & Merchants Investments Inc’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
2018 Q2	–	Sell	-200	Closed	-$8K	–	886
2018 Q1	$8K	Hold	200	–	–	﹤0.01%	601
2017 Q4	$8K	Hold	200	–	–	﹤0.01%	615
2017 Q3	$8K	Hold	200	–	–	﹤0.01%	590
2017 Q2	$8K	Hold	200	–	–	﹤0.01%	577
2017 Q1	$7K	Hold	200	–	–	﹤0.01%	569
2016 Q4	$6K	Sell	200 -1,371	-87%	-$43.1K	﹤0.01%	633
2016 Q3	$53K	Sell	1,571 -200	-11%	-$6.66K	0.01%	286
2016 Q2	$52K	Hold	1,771	–	–	0.01%	268
2016 Q1	$61K	Sell	1,771 -9	-0.5%	-$282	0.01%	255
2015 Q4	$70K	Hold	1,780	–	–	0.01%	263
2015 Q3	$74K	Hold	1,780	–	–	0.01%	250
2015 Q2	$92K	Hold	1,780	–	–	0.01%	243
2015 Q1	$98K	Hold	1,780	–	–	0.01%	239
2014 Q4	$95K	Sell	1,780 -65	-4%	-$3.43K	0.01%	234
2014 Q3	$94K	Hold	1,845	–	–	0.01%	231
2014 Q2	$95K	Sell	1,845 -507	-22%	-$24.4K	0.01%	237
2014 Q1	$115K	Hold	2,352	–	–	0.02%	225
2013 Q4	$102K	Hold	2,352	–	–	0.01%	239
2013 Q3	$79K	Buy	2,352 +338	+17%	+$11.3K	0.01%	252
2013 Q2	$62K	Buy	+2,014	New	+$65.8K	0.01%	269

Other funds holding LM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Farmers & Merchants Investments Inc's LM Position: Q2 2018 in Review

Farmers & Merchants Investments Inc sold out of Legg Mason, Inc. (LM) in Q2 2018, closing a stake of 200 shares — an estimated $8K sold.

Farmers & Merchants Investments Inc first reported a position in LM in Q2 2013 and held it in 20 quarters. The position peaked at $115K in Q1 2014. 370 funds tracked by Wall St. Rank hold LM as of Q2 2018.

Farmers & Merchants Investments Inc reported no remaining Legg Mason, Inc. position as of Q2 2018 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 200 Legg Mason, Inc. shares in Q2 2018, an estimated $8K.
Farmers & Merchants Investments Inc first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 20 quarters.
Farmers & Merchants Investments Inc's Legg Mason, Inc. position peaked at $115K in Q1 2014.
370 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2018.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2018, filed 23 Jul 2018.