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

Gideon Capital Advisors’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
2017 Q3	–	Sell	-12,771	Closed	-$487K	–	402
2017 Q2	$487K	Buy	+12,771	New	+$484K	0.54%	45
2017 Q1	–	Sell	-9,803	Closed	-$294K	–	548
2016 Q4	$294K	Sell	9,803 -841	-8%	-$26.4K	0.19%	261
2016 Q3	$356K	Buy	+10,644	New	+$355K	0.22%	125
2015 Q3	–	Sell	-19,610	Closed	-$1.01M	–	350
2015 Q2	$1.01M	Buy	19,610 +755	+4%	+$40.7K	0.42%	89
2015 Q1	$1.04M	Buy	+18,855	New	+$1.06M	0.42%	92
2014 Q4	–	Sell	-36,681	Closed	-$1.88M	–	337
2014 Q3	$1.88M	Buy	+36,681	New	+$1.82M	0.73%	37

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Gideon Capital Advisors's LM Position: Q3 2017 in Review

Gideon Capital Advisors sold out of Legg Mason, Inc. (LM) in Q3 2017, closing a stake of 12,771 shares — an estimated $487K sold.

Gideon Capital Advisors first reported a position in LM in Q3 2014 and held it in 6 quarters. The position peaked at $1.88M in Q3 2014. 303 funds tracked by Wall St. Rank hold LM as of Q3 2017.

Gideon Capital Advisors reported no remaining Legg Mason, Inc. position as of Q3 2017 after selling out during the quarter.
Gideon Capital Advisors sold 12,771 Legg Mason, Inc. shares in Q3 2017, an estimated $487K.
Gideon Capital Advisors first reported a position in Legg Mason, Inc. in Q3 2014 and held it in 6 quarters.
Gideon Capital Advisors's Legg Mason, Inc. position peaked at $1.88M in Q3 2014.
303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2017.

Based on Gideon Capital Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.