First Personal Financial Services’s Legg Mason, Inc. LM Stock Holding History

First Personal Financial Services’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 Q3	–	Sell	-158	Closed	-$6K	–	806
2019 Q2	$6K	Hold	158	–	–	﹤0.01%	584
2019 Q1	$4K	Hold	158	–	–	﹤0.01%	634
2018 Q4	$4K	Sell	158 -3	-2%	-$84	﹤0.01%	596
2018 Q3	$5K	Buy	161 +90	+127%	+$2.91K	﹤0.01%	617
2018 Q2	$2K	Hold	71	–	–	﹤0.01%	637
2018 Q1	$3K	Buy	+71	New	+$2.93K	﹤0.01%	977
2017 Q4	–	Sell	-879	Closed	-$35K	–	1023
2017 Q3	$35K	Hold	879	–	–	0.01%	491
2017 Q2	$34K	Hold	879	–	–	0.01%	488
2017 Q1	$32K	Sell	879 -30	-3%	-$1.04K	0.01%	482
2016 Q4	$27K	Buy	909 +879	+2,930%	+$27.6K	0.01%	491
2016 Q3	$1K	Hold	30	–	–	﹤0.01%	792
2016 Q2	$1K	Buy	+30	New	+$973	﹤0.01%	805

Other funds holding LM

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

First Personal Financial Services's LM Position: Q3 2019 in Review

First Personal Financial Services sold out of Legg Mason, Inc. (LM) in Q3 2019, closing a stake of 158 shares — an estimated $6K sold.

First Personal Financial Services first reported a position in LM in Q2 2016 and held it in 12 quarters. The position peaked at $35K in Q3 2017. 329 funds tracked by Wall St. Rank hold LM as of Q3 2019.

First Personal Financial Services reported no remaining Legg Mason, Inc. position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 158 Legg Mason, Inc. shares in Q3 2019, an estimated $6K.
First Personal Financial Services first reported a position in Legg Mason, Inc. in Q2 2016 and held it in 12 quarters.
First Personal Financial Services's Legg Mason, Inc. position peaked at $35K in Q3 2017.
329 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.