GIM
LM

Greenwich Investment Management’s Legg Mason, Inc. LM Stock Holding History

Greenwich Investment 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
2017
Q2 		– Sell
-6,085
Closed -$219K – 62
2017
Q1 		$219K Buy
+6,085
New +$211K 0.24% 51

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Greenwich Investment Management's LM Position: Q2 2017 in Review

Greenwich Investment Management sold out of Legg Mason, Inc. (LM) in Q2 2017, closing a stake of 6,085 shares — an estimated $219K sold.

Greenwich Investment Management first reported a position in LM in Q1 2017 and held it in 1 quarter. The position peaked at $219K in Q1 2017. 320 funds tracked by Wall St. Rank hold LM as of Q2 2017.

  • Greenwich Investment Management reported no remaining Legg Mason, Inc. position as of Q2 2017 after selling out during the quarter.
  • Greenwich Investment Management sold 6,085 Legg Mason, Inc. shares in Q2 2017, an estimated $219K.
  • Greenwich Investment Management first reported a position in Legg Mason, Inc. in Q1 2017 and held it in 1 quarter.
  • Greenwich Investment Management's Legg Mason, Inc. position peaked at $219K in Q1 2017.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2017.

Based on Greenwich Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.