JFA
LM

JNBA Financial Advisors’s Legg Mason, Inc. LM Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-200
Closed -$6K – 762
2018
Q3 		$6K Buy
+200
New +$6.47K ﹤0.01% 421
2016
Q4 		– Sell
-1,342
Closed -$45K – 1530
2016
Q3 		$45K Buy
+1,342
New +$44.7K 0.01% 566

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JNBA Financial Advisors's LM Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Legg Mason, Inc. (LM) in Q4 2018, closing a stake of 200 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in LM in Q3 2016 and held it in 2 quarters. The position peaked at $45K in Q3 2016. 316 funds tracked by Wall St. Rank hold LM as of Q4 2018.

  • JNBA Financial Advisors reported no remaining Legg Mason, Inc. position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 200 Legg Mason, Inc. shares in Q4 2018, an estimated $6K.
  • JNBA Financial Advisors first reported a position in Legg Mason, Inc. in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's Legg Mason, Inc. position peaked at $45K in Q3 2016.
  • 316 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.