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

Krilogy Financial’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	-43	Closed	-$1K	–	776
2018 Q3	$1K	Buy	+43	New	+$1.39K	﹤0.01%	807

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

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

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

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

Krilogy Financial's LM Position: Q4 2018 in Review

Krilogy Financial sold out of Legg Mason, Inc. (LM) in Q4 2018, closing a stake of 43 shares — an estimated $1K sold.

Krilogy Financial first reported a position in LM in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 316 funds tracked by Wall St. Rank hold LM as of Q4 2018.

Krilogy Financial reported no remaining Legg Mason, Inc. position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 43 Legg Mason, Inc. shares in Q4 2018, an estimated $1K.
Krilogy Financial first reported a position in Legg Mason, Inc. in Q3 2018 and held it in 1 quarter.
Krilogy Financial's Legg Mason, Inc. position peaked at $1K in Q3 2018.
316 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.