FCAG
LM

First Capital Advisors Group’s Legg Mason, Inc. LM Stock Holding History

First Capital Advisors Group’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
-1,920
Closed -$78K – 847
2018
Q1 		$78K Buy
+1,920
New +$79.2K 0.05% 228

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

First Capital Advisors Group's LM Position: Q2 2018 in Review

First Capital Advisors Group sold out of Legg Mason, Inc. (LM) in Q2 2018, closing a stake of 1,920 shares — an estimated $78K sold.

First Capital Advisors Group first reported a position in LM in Q1 2018 and held it in 1 quarter. The position peaked at $78K in Q1 2018. 370 funds tracked by Wall St. Rank hold LM as of Q2 2018.

  • First Capital Advisors Group reported no remaining Legg Mason, Inc. position as of Q2 2018 after selling out during the quarter.
  • First Capital Advisors Group sold 1,920 Legg Mason, Inc. shares in Q2 2018, an estimated $78K.
  • First Capital Advisors Group first reported a position in Legg Mason, Inc. in Q1 2018 and held it in 1 quarter.
  • First Capital Advisors Group's Legg Mason, Inc. position peaked at $78K in Q1 2018.
  • 370 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2018.

Based on First Capital Advisors Group's 13F filing for Q2 2018, filed 30 Jul 2018.