ICOA
LM

Investment Centers of America’s Legg Mason, Inc. LM Stock Holding History

Investment Centers of America’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
Q3 		– Sell
-6,815
Closed -$260K – 635
2017
Q2 		$260K Buy
6,815
+570
+9% +$21.6K 0.02% 485
2017
Q1 		$226K Buy
+6,245
New +$216K 0.02% 550

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
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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 $552B AUM 44.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Investment Centers of America's LM Position: Q3 2017 in Review

Investment Centers of America sold out of Legg Mason, Inc. (LM) in Q3 2017, closing a stake of 6,815 shares — an estimated $260K sold.

Investment Centers of America first reported a position in LM in Q1 2017 and held it in 2 quarters. The position peaked at $260K in Q2 2017. 303 funds tracked by Wall St. Rank hold LM as of Q3 2017.

  • Investment Centers of America reported no remaining Legg Mason, Inc. position as of Q3 2017 after selling out during the quarter.
  • Investment Centers of America sold 6,815 Legg Mason, Inc. shares in Q3 2017, an estimated $260K.
  • Investment Centers of America first reported a position in Legg Mason, Inc. in Q1 2017 and held it in 2 quarters.
  • Investment Centers of America's Legg Mason, Inc. position peaked at $260K in Q2 2017.
  • 303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2017.

Based on Investment Centers of America's 13F filing for Q3 2017, filed 13 Nov 2017.