MCA
LM

Mercer Capital Advisers’s Legg Mason, Inc. LM Stock Holding History

Mercer Capital Advisers’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
-100
Closed -$4K – 244
2017
Q3 		$4K Hold
100
– – ﹤0.01% 244
2017
Q2 		$4K Hold
100
– – ﹤0.01% 252
2017
Q1 		$4K Hold
100
– – ﹤0.01% 261
2016
Q4 		$3K Hold
100
– – ﹤0.01% 264
2016
Q3 		$3K Sell
100
-1,500
-94% -$50K ﹤0.01% 271
2016
Q2 		$47K Hold
1,600
– – 0.04% 168
2016
Q1 		$55K Hold
1,600
– – 0.05% 152
2015
Q4 		$63K Hold
1,600
– – 0.06% 144
2015
Q3 		$67K Hold
1,600
– – 0.06% 134
2015
Q2 		$82K Hold
1,600
– – 0.07% 131
2015
Q1 		$88K Hold
1,600
– – 0.08% 128
2014
Q4 		$85K Buy
+1,600
New +$84.4K 0.08% 128

Other funds holding LM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Mercer Capital Advisers's LM Position: Q4 2017 in Review

Mercer Capital Advisers sold out of Legg Mason, Inc. (LM) in Q4 2017, closing a stake of 100 shares — an estimated $4K sold.

Mercer Capital Advisers first reported a position in LM in Q4 2014 and held it in 12 quarters. The position peaked at $88K in Q1 2015. 349 funds tracked by Wall St. Rank hold LM as of Q4 2017.

  • Mercer Capital Advisers reported no remaining Legg Mason, Inc. position as of Q4 2017 after selling out during the quarter.
  • Mercer Capital Advisers sold 100 Legg Mason, Inc. shares in Q4 2017, an estimated $4K.
  • Mercer Capital Advisers first reported a position in Legg Mason, Inc. in Q4 2014 and held it in 12 quarters.
  • Mercer Capital Advisers's Legg Mason, Inc. position peaked at $88K in Q1 2015.
  • 349 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2017.

Based on Mercer Capital Advisers's 13F filing for Q4 2017, filed 25 Jan 2018.