FG
LM

FSI Group’s Legg Mason, Inc. LM Stock Holding History

FSI 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
2016
Q4 		– Sell
-62,000
Closed -$2.08M – 65
2016
Q3 		$2.08M Buy
+62,000
New +$2.07M 1.15% 26
2016
Q2 		– Sell
-58,000
Closed -$2.01M – 64
2016
Q1 		$2.01M Buy
+58,000
New +$1.82M 0.99% 28

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

FSI Group's LM Position: Q4 2016 in Review

FSI Group sold out of Legg Mason, Inc. (LM) in Q4 2016, closing a stake of 62,000 shares — an estimated $2.08M sold.

FSI Group first reported a position in LM in Q1 2016 and held it in 2 quarters. The position peaked at $2.08M in Q3 2016. 311 funds tracked by Wall St. Rank hold LM as of Q4 2016.

  • FSI Group reported no remaining Legg Mason, Inc. position as of Q4 2016 after selling out during the quarter.
  • FSI Group sold 62,000 Legg Mason, Inc. shares in Q4 2016, an estimated $2.08M.
  • FSI Group first reported a position in Legg Mason, Inc. in Q1 2016 and held it in 2 quarters.
  • FSI Group's Legg Mason, Inc. position peaked at $2.08M in Q3 2016.
  • 311 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2016.

Based on FSI Group's 13F filing for Q4 2016, filed 8 Feb 2017.