IAA
LM

Independent Advisor Alliance’s Legg Mason, Inc. LM Stock Holding History

Independent Advisor Alliance’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
2018
Q2 		– Sell
-5,321
Closed -$202K – 391
2018
Q1 		$202K Buy
+5,321
New +$220K 0.05% 316

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Independent Advisor Alliance's LM Position: Q2 2018 in Review

Independent Advisor Alliance sold out of Legg Mason, Inc. (LM) in Q2 2018, closing a stake of 5,321 shares — an estimated $202K sold.

Independent Advisor Alliance first reported a position in LM in Q1 2018 and held it in 1 quarter. The position peaked at $202K in Q1 2018. 370 funds tracked by Wall St. Rank hold LM as of Q2 2018.

  • Independent Advisor Alliance reported no remaining Legg Mason, Inc. position as of Q2 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,321 Legg Mason, Inc. shares in Q2 2018, an estimated $202K.
  • Independent Advisor Alliance first reported a position in Legg Mason, Inc. in Q1 2018 and held it in 1 quarter.
  • Independent Advisor Alliance's Legg Mason, Inc. position peaked at $202K in Q1 2018.
  • 370 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2018.

Based on Independent Advisor Alliance's 13F filing for Q2 2018, filed 8 Aug 2018.