Liberty Wealth Management’s Legg Mason, Inc. LM Stock Holding History

Liberty Wealth Management’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
2019 Q3	–	Sell	-30	Closed	-$1K	–	1022
2019 Q2	$1K	Buy	+30	New	+$1.04K	﹤0.01%	885

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Liberty Wealth Management's LM Position: Q3 2019 in Review

Liberty Wealth Management sold out of Legg Mason, Inc. (LM) in Q3 2019, closing a stake of 30 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in LM in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 329 funds tracked by Wall St. Rank hold LM as of Q3 2019.

Liberty Wealth Management reported no remaining Legg Mason, Inc. position as of Q3 2019 after selling out during the quarter.
Liberty Wealth Management sold 30 Legg Mason, Inc. shares in Q3 2019, an estimated $1K.
Liberty Wealth Management first reported a position in Legg Mason, Inc. in Q2 2019 and held it in 1 quarter.
Liberty Wealth Management's Legg Mason, Inc. position peaked at $1K in Q2 2019.
329 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.