FGC
LM

Financial Gravity Companies’s Legg Mason, Inc. LM Stock Holding History

Financial Gravity Companies’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
Q4 		$9K Buy
+314
New +$8.8K 0.01% 622
2018
Q1 		$7K Buy
+193
New +$7.97K 0.01% 655

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Gravity Companies's LM Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Legg Mason, Inc. (LM) in Q4 2018: 314 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LM as recently as Q1 2018.

Financial Gravity Companies first reported a position in LM in Q1 2018 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold LM as of Q4 2018.

  • Financial Gravity Companies held 314 shares of Legg Mason, Inc. worth $9K as of Q4 2018.
  • Legg Mason, Inc. was a new Financial Gravity Companies position in Q4 2018.
  • Legg Mason, Inc. made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #622 holding.
  • Financial Gravity Companies first reported a position in Legg Mason, Inc. in Q1 2018 and has held it in 2 quarters since.
  • 316 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.