Johnson Financial Group Inc (Wisconsin)’s Legg Mason, Inc. LM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-100	Closed	-$4K	–	568
2017 Q2	$4K	Buy	+100	New	+$3.79K	﹤0.01%	520
2017 Q1	–	Sell	-37	Closed	-$1K	–	691
2016 Q4	$1K	Hold	37	–	–	﹤0.01%	662
2016 Q3	$1K	Hold	37	–	–	﹤0.01%	708
2016 Q2	$1K	Hold	37	–	–	﹤0.01%	756
2016 Q1	$1K	Hold	37	–	–	﹤0.01%	737
2015 Q4	$1K	Hold	37	–	–	﹤0.01%	773
2015 Q3	$2K	Hold	37	–	–	﹤0.01%	781
2015 Q2	$2K	Hold	37	–	–	﹤0.01%	848
2015 Q1	$2K	Hold	37	–	–	﹤0.01%	798
2014 Q4	$2K	Hold	37	–	–	﹤0.01%	764
2014 Q3	$2K	Buy	+37	New	+$1.83K	﹤0.01%	720

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CCP

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

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

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

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

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

Johnson Financial Group Inc (Wisconsin)'s LM Position: Q3 2017 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Legg Mason, Inc. (LM) in Q3 2017, closing a stake of 100 shares — an estimated $4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in LM in Q3 2014 and held it in 11 quarters. The position peaked at $4K in Q2 2017. 303 funds tracked by Wall St. Rank hold LM as of Q3 2017.

Johnson Financial Group Inc (Wisconsin) reported no remaining Legg Mason, Inc. position as of Q3 2017 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 100 Legg Mason, Inc. shares in Q3 2017, an estimated $4K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Legg Mason, Inc. in Q3 2014 and held it in 11 quarters.
Johnson Financial Group Inc (Wisconsin)'s Legg Mason, Inc. position peaked at $4K in Q2 2017.
303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2017.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2017, filed 9 Nov 2017.