Godshalk Welsh Capital Management’s Legg Mason, Inc. LM Stock Holding History

Godshalk Welsh Capital Management’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	-6,150	Closed	-$206K	–	137
2016 Q3	$206K	Sell	6,150 -2,950	-32%	-$98.3K	0.21%	129
2016 Q2	$268K	Sell	9,100 -6,900	-43%	-$224K	0.28%	111
2016 Q1	$555K	Sell	16,000 -250	-2%	-$7.84K	0.57%	65
2015 Q4	$637K	Buy	16,250 +250	+2%	+$10.7K	0.66%	56
2015 Q3	$666K	Sell	16,000 -300	-2%	-$13.9K	0.73%	52
2015 Q2	$840K	Sell	16,300 -750	-4%	-$40.4K	0.85%	41
2015 Q1	$941K	Sell	17,050 -200	-1%	-$11.2K	0.96%	36
2014 Q4	$921K	Buy	+17,250	New	+$910K	0.84%	37

Other funds holding LM

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

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

Godshalk Welsh Capital Management's LM Position: Q4 2016 in Review

Godshalk Welsh Capital Management sold out of Legg Mason, Inc. (LM) in Q4 2016, closing a stake of 6,150 shares — an estimated $206K sold.

Godshalk Welsh Capital Management first reported a position in LM in Q4 2014 and held it in 8 quarters. The position peaked at $941K in Q1 2015. 311 funds tracked by Wall St. Rank hold LM as of Q4 2016.

Godshalk Welsh Capital Management reported no remaining Legg Mason, Inc. position as of Q4 2016 after selling out during the quarter.
Godshalk Welsh Capital Management sold 6,150 Legg Mason, Inc. shares in Q4 2016, an estimated $206K.
Godshalk Welsh Capital Management first reported a position in Legg Mason, Inc. in Q4 2014 and held it in 8 quarters.
Godshalk Welsh Capital Management's Legg Mason, Inc. position peaked at $941K in Q1 2015.
311 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2016.

Based on Godshalk Welsh Capital Management's 13F filing for Q4 2016, filed 15 Feb 2017.