Gyroscope Capital Management Group’s Legg Mason, Inc. LM Stock Holding History

Gyroscope Capital Management 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
2017 Q1	–	Sell	-15,594	Closed	-$466K	–	124
2016 Q4	$466K	Sell	15,594 -2,874	-16%	-$90.3K	0.31%	44
2016 Q3	$618K	Buy	18,468 +139	+0.8%	+$4.63K	0.46%	40
2016 Q2	$541K	Buy	18,329 +116	+0.6%	+$3.76K	0.44%	43
2016 Q1	$632K	Buy	18,213 +102	+0.6%	+$3.2K	0.49%	40
2015 Q4	$710K	Buy	18,111 +79	+0.4%	+$3.38K	0.56%	37
2015 Q3	$750K	Buy	18,032 +72	+0.4%	+$3.33K	0.64%	34
2015 Q2	$925K	Buy	17,960 +53	+0.3%	+$2.85K	0.76%	35
2015 Q1	$988K	Buy	17,907 +53	+0.3%	+$2.97K	0.82%	30
2014 Q4	$953K	Buy	+17,854	New	+$942K	0.78%	32

Other funds holding LM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Gyroscope Capital Management Group's LM Position: Q1 2017 in Review

Gyroscope Capital Management Group sold out of Legg Mason, Inc. (LM) in Q1 2017, closing a stake of 15,594 shares — an estimated $466K sold.

Gyroscope Capital Management Group first reported a position in LM in Q4 2014 and held it in 9 quarters. The position peaked at $988K in Q1 2015. 301 funds tracked by Wall St. Rank hold LM as of Q1 2017.

Gyroscope Capital Management Group reported no remaining Legg Mason, Inc. position as of Q1 2017 after selling out during the quarter.
Gyroscope Capital Management Group sold 15,594 Legg Mason, Inc. shares in Q1 2017, an estimated $466K.
Gyroscope Capital Management Group first reported a position in Legg Mason, Inc. in Q4 2014 and held it in 9 quarters.
Gyroscope Capital Management Group's Legg Mason, Inc. position peaked at $988K in Q1 2015.
301 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2017.

Based on Gyroscope Capital Management Group's 13F filing for Q1 2017, filed 15 May 2017.