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

Janney Capital 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
2018 Q3	–	Sell	-8,669	Closed	-$301K	–	220
2018 Q2	$301K	Buy	8,669 +848	+11%	+$32.2K	0.01%	183
2018 Q1	$318K	Buy	7,821 +596	+8%	+$24.6K	0.01%	172
2017 Q4	$303K	Buy	7,225 +210	+3%	+$8.25K	0.01%	184
2017 Q3	$275K	Buy	+7,015	New	+$269K	0.01%	194
2013 Q4	–	Sell	-62,982	Closed	-$2.11M	–	209
2013 Q3	$2.11M	Buy	+62,982	New	+$2.11M	0.17%	127

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Janney Capital Management's LM Position: Q3 2018 in Review

Janney Capital Management sold out of Legg Mason, Inc. (LM) in Q3 2018, closing a stake of 8,669 shares — an estimated $301K sold.

Janney Capital Management first reported a position in LM in Q3 2013 and held it in 5 quarters. The position peaked at $2.11M in Q3 2013. 337 funds tracked by Wall St. Rank hold LM as of Q3 2018.

Janney Capital Management reported no remaining Legg Mason, Inc. position as of Q3 2018 after selling out during the quarter.
Janney Capital Management sold 8,669 Legg Mason, Inc. shares in Q3 2018, an estimated $301K.
Janney Capital Management first reported a position in Legg Mason, Inc. in Q3 2013 and held it in 5 quarters.
Janney Capital Management's Legg Mason, Inc. position peaked at $2.11M in Q3 2013.
337 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2018.

Based on Janney Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.