L.J. Altfest & Co’s Legg Mason, Inc. LM Stock Holding History

L.J. Altfest & Co’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 Q1	–	Sell	-43,485	Closed	-$1.3M	–	155
2016 Q4	$1.3M	Sell	43,485 -510	-1%	-$16K	0.65%	48
2016 Q3	$1.47M	Buy	43,995 +2	+0%	+$67	0.98%	39
2016 Q2	$1.3M	Buy	+43,993	New	+$1.43M	0.9%	47

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

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

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

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

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

CCP

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

L.J. Altfest & Co's LM Position: Q1 2017 in Review

L.J. Altfest & Co sold out of Legg Mason, Inc. (LM) in Q1 2017, closing a stake of 43,485 shares — an estimated $1.3M sold.

L.J. Altfest & Co first reported a position in LM in Q2 2016 and held it in 3 quarters. The position peaked at $1.47M in Q3 2016. 301 funds tracked by Wall St. Rank hold LM as of Q1 2017.

L.J. Altfest & Co reported no remaining Legg Mason, Inc. position as of Q1 2017 after selling out during the quarter.
L.J. Altfest & Co sold 43,485 Legg Mason, Inc. shares in Q1 2017, an estimated $1.3M.
L.J. Altfest & Co first reported a position in Legg Mason, Inc. in Q2 2016 and held it in 3 quarters.
L.J. Altfest & Co's Legg Mason, Inc. position peaked at $1.47M in Q3 2016.
301 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2017.

Based on L.J. Altfest & Co's 13F filing for Q1 2017, filed 3 May 2017.