Financial Architects (New Jersey)’s Legg Mason, Inc. LM Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-1,000	Closed	-$27K	–	1561
2019 Q1	$27K	Hold	1,000	–	–	﹤0.01%	803
2018 Q4	$26K	Buy	+1,000	New	+$28K	0.01%	737
2017 Q3	–	Sell	-150	Closed	-$6K	–	1656
2017 Q2	$6K	Buy	+150	New	+$5.68K	﹤0.01%	1260
2016 Q4	–	Sell	-416	Closed	-$14K	–	1541
2016 Q3	$14K	Hold	416	–	–	﹤0.01%	932
2016 Q2	$13K	Buy	416 +365	+716%	+$11.8K	﹤0.01%	914
2016 Q1	$2K	Buy	+51	New	+$1.6K	﹤0.01%	1103
2015 Q3	–	Sell	-421	Closed	-$22K	–	1042
2015 Q2	$22K	Hold	421	–	–	0.01%	627
2015 Q1	$23K	Buy	421 +57	+16%	+$3.2K	0.01%	549
2014 Q4	$19K	Buy	+364	New	+$19.2K	0.01%	550

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

CCP

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

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

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Financial Architects (New Jersey)'s LM Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Legg Mason, Inc. (LM) in Q2 2019, closing a stake of 1,000 shares — an estimated $27K sold.

Financial Architects (New Jersey) first reported a position in LM in Q4 2014 and held it in 9 quarters. The position peaked at $27K in Q1 2019. 326 funds tracked by Wall St. Rank hold LM as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Legg Mason, Inc. position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,000 Legg Mason, Inc. shares in Q2 2019, an estimated $27K.
Financial Architects (New Jersey) first reported a position in Legg Mason, Inc. in Q4 2014 and held it in 9 quarters.
Financial Architects (New Jersey)'s Legg Mason, Inc. position peaked at $27K in Q1 2019.
326 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.