Massachusetts Financial Services
LM

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

Massachusetts Financial Services’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
Q2 		– Sell
-6,572
Closed -$237K – 894
2017
Q1 		$237K Buy
+6,572
New +$228K ﹤0.01% 831

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services's LM Position: Q2 2017 in Review

Massachusetts Financial Services sold out of Legg Mason, Inc. (LM) in Q2 2017, closing a stake of 6,572 shares — an estimated $237K sold.

Massachusetts Financial Services first reported a position in LM in Q1 2017 and held it in 1 quarter. The position peaked at $237K in Q1 2017. 320 funds tracked by Wall St. Rank hold LM as of Q2 2017.

  • Massachusetts Financial Services reported no remaining Legg Mason, Inc. position as of Q2 2017 after selling out during the quarter.
  • Massachusetts Financial Services sold 6,572 Legg Mason, Inc. shares in Q2 2017, an estimated $237K.
  • Massachusetts Financial Services first reported a position in Legg Mason, Inc. in Q1 2017 and held it in 1 quarter.
  • Massachusetts Financial Services's Legg Mason, Inc. position peaked at $237K in Q1 2017.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2017.

Based on Massachusetts Financial Services's 13F filing for Q2 2017, filed 14 Aug 2017.