MFIMFI
LM

Mesirow Financial Investment Management - Fixed Income’s Legg Mason, Inc. LM Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2018
Q1 		– Sell
-401,293
Closed -$16.8M – 127
2017
Q4 		$16.8M Sell
401,293
-49,082
-11% -$1.93M 1.19% 50
2017
Q3 		$17.7M Buy
450,375
+64,230
+17% +$2.47M 1.17% 46
2017
Q2 		$14.7M Sell
386,145
-2,815
-0.7% -$107K 0.99% 66
2017
Q1 		$14M Sell
388,960
-126,165
-24% -$4.37M 0.93% 72
2016
Q4 		$15.4M Buy
+515,125
New +$16.2M 0.95% 74

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's LM Position: Q1 2018 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Legg Mason, Inc. (LM) in Q1 2018, closing a stake of 401,293 shares — an estimated $16.8M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in LM in Q4 2016 and held it in 5 quarters. The position peaked at $17.7M in Q3 2017. 359 funds tracked by Wall St. Rank hold LM as of Q1 2018.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining Legg Mason, Inc. position as of Q1 2018 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 401,293 Legg Mason, Inc. shares in Q1 2018, an estimated $16.8M.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in Legg Mason, Inc. in Q4 2016 and held it in 5 quarters.
  • Mesirow Financial Investment Management - Fixed Income's Legg Mason, Inc. position peaked at $17.7M in Q3 2017.
  • 359 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2018.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2018, filed 9 May 2018.