Guardian Life Insurance’s Legg Mason, Inc. LM Stock Holding History

Guardian Life Insurance’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	-399	Closed	-$13K	–	542
2016 Q3	$13K	Hold	399	–	–	﹤0.01%	559
2016 Q2	$12K	Hold	399	–	–	﹤0.01%	577
2016 Q1	$14K	Sell	399 -115	-22%	-$3.61K	﹤0.01%	563
2015 Q4	$20K	Sell	514 -127	-20%	-$5.44K	﹤0.01%	552
2015 Q3	$27K	Buy	641 +204	+47%	+$9.45K	﹤0.01%	549
2015 Q2	$23K	Hold	437	–	–	﹤0.01%	547
2015 Q1	$24K	Sell	437 -136	-24%	-$7.63K	﹤0.01%	552
2014 Q4	$31K	Sell	573 -12	-2%	-$633	﹤0.01%	547
2014 Q3	$30K	Sell	585 -13	-2%	-$645	﹤0.01%	544
2014 Q2	$31K	Hold	598	–	–	﹤0.01%	537
2014 Q1	$29K	Sell	598 -15	-2%	-$668	﹤0.01%	545
2013 Q4	$27K	Sell	613 -724	-54%	-$28.1K	﹤0.01%	547
2013 Q3	$45K	Sell	1,337 -45	-3%	-$1.51K	﹤0.01%	562
2013 Q2	$43K	Buy	+1,382	New	+$45.2K	﹤0.01%	563

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

Guardian Life Insurance's LM Position: Q4 2016 in Review

Guardian Life Insurance sold out of Legg Mason, Inc. (LM) in Q4 2016, closing a stake of 399 shares — an estimated $13K sold.

Guardian Life Insurance first reported a position in LM in Q2 2013 and held it in 14 quarters. The position peaked at $45K in Q3 2013. 311 funds tracked by Wall St. Rank hold LM as of Q4 2016.

Guardian Life Insurance reported no remaining Legg Mason, Inc. position as of Q4 2016 after selling out during the quarter.
Guardian Life Insurance sold 399 Legg Mason, Inc. shares in Q4 2016, an estimated $13K.
Guardian Life Insurance first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 14 quarters.
Guardian Life Insurance's Legg Mason, Inc. position peaked at $45K in Q3 2013.
311 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2016.

Based on Guardian Life Insurance's 13F filing for Q4 2016, filed 14 Feb 2017.