LWCFA
LM

Loring Wolcott & Coolidge Fiduciary Advisors’s Legg Mason, Inc. LM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q4 		– Sell
-27
Closed -$1K – 914
2017
Q3 		$1K Sell
27
-122
-82% -$4.68K ﹤0.01% 765
2017
Q2 		$6K Buy
+149
New +$5.64K ﹤0.01% 576

Other funds holding LM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LM Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Legg Mason, Inc. (LM) in Q4 2017, closing a stake of 27 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LM in Q2 2017 and held it in 2 quarters. The position peaked at $6K in Q2 2017. 349 funds tracked by Wall St. Rank hold LM as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Legg Mason, Inc. position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 27 Legg Mason, Inc. shares in Q4 2017, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Legg Mason, Inc. in Q2 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Legg Mason, Inc. position peaked at $6K in Q2 2017.
  • 349 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.