KT
LM

Kanaly Trust’s Legg Mason, Inc. LM Stock Holding History

Kanaly Trust’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
2016
Q4 		– Sell
-93
Closed -$3K – 962
2016
Q3 		$3K Buy
+93
New +$3.1K ﹤0.01% 758
2016
Q1 		– Sell
-7
Closed – – 946
2015
Q4 		$0 Sell
7
-90
-93% -$3.85K ﹤0.01% 935
2015
Q3 		$4K Sell
97
-82
-46% -$3.8K ﹤0.01% 693
2015
Q2 		$9K Buy
+179
New +$9.64K ﹤0.01% 567

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kanaly Trust's LM Position: Q4 2016 in Review

Kanaly Trust sold out of Legg Mason, Inc. (LM) in Q4 2016, closing a stake of 93 shares — an estimated $3K sold.

Kanaly Trust first reported a position in LM in Q2 2015 and held it in 4 quarters. The position peaked at $9K in Q2 2015. 311 funds tracked by Wall St. Rank hold LM as of Q4 2016.

  • Kanaly Trust reported no remaining Legg Mason, Inc. position as of Q4 2016 after selling out during the quarter.
  • Kanaly Trust sold 93 Legg Mason, Inc. shares in Q4 2016, an estimated $3K.
  • Kanaly Trust first reported a position in Legg Mason, Inc. in Q2 2015 and held it in 4 quarters.
  • Kanaly Trust's Legg Mason, Inc. position peaked at $9K in Q2 2015.
  • 311 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.