MCM
LM

McKinley Capital Management’s Legg Mason, Inc. LM Stock Holding History

McKinley Capital 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
2017
Q3 		– Sell
-2,570
Closed -$98K – 481
2017
Q2 		$98K Buy
+2,570
New +$97.3K ﹤0.01% 349

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
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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 $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McKinley Capital Management's LM Position: Q3 2017 in Review

McKinley Capital Management sold out of Legg Mason, Inc. (LM) in Q3 2017, closing a stake of 2,570 shares — an estimated $98K sold.

McKinley Capital Management first reported a position in LM in Q2 2017 and held it in 1 quarter. The position peaked at $98K in Q2 2017. 303 funds tracked by Wall St. Rank hold LM as of Q3 2017.

  • McKinley Capital Management reported no remaining Legg Mason, Inc. position as of Q3 2017 after selling out during the quarter.
  • McKinley Capital Management sold 2,570 Legg Mason, Inc. shares in Q3 2017, an estimated $98K.
  • McKinley Capital Management first reported a position in Legg Mason, Inc. in Q2 2017 and held it in 1 quarter.
  • McKinley Capital Management's Legg Mason, Inc. position peaked at $98K in Q2 2017.
  • 303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2017.

Based on McKinley Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.