First New York Securities’s Legg Mason, Inc. LM Stock Holding History

First New York Securities’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
2016 Q4	–	Sell	-1,400	Closed	-$46.9K	–	230
2016 Q3	$46.9K	Buy	+1,400	New	+$46.6K	0.03%	127

Other funds holding LM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

CCP

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

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

First New York Securities's LM Position: Q4 2016 in Review

First New York Securities sold out of Legg Mason, Inc. (LM) in Q4 2016, closing a stake of 1,400 shares — an estimated $46.9K sold.

First New York Securities first reported a position in LM in Q3 2016 and held it in 1 quarter. The position peaked at $46.9K in Q3 2016. 311 funds tracked by Wall St. Rank hold LM as of Q4 2016.

First New York Securities reported no remaining Legg Mason, Inc. position as of Q4 2016 after selling out during the quarter.
First New York Securities sold 1,400 Legg Mason, Inc. shares in Q4 2016, an estimated $46.9K.
First New York Securities first reported a position in Legg Mason, Inc. in Q3 2016 and held it in 1 quarter.
First New York Securities's Legg Mason, Inc. position peaked at $46.9K in Q3 2016.
311 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2016.

Based on First New York Securities's 13F filing for Q4 2016, filed 7 Feb 2017.