MIC
LM

MU Investments Company’s Legg Mason, Inc. LM Stock Holding History

MU Investments Company’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
-1,110
Closed -$42K – 178
2017
Q2 		$42K Sell
1,110
-240
-18% -$9.09K 0.03% 117
2017
Q1 		$49K Sell
1,350
-620
-31% -$21.5K 0.03% 128
2016
Q4 		$59K Buy
+1,970
New +$61.9K 0.04% 110

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
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 $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MU Investments Company's LM Position: Q3 2017 in Review

MU Investments Company sold out of Legg Mason, Inc. (LM) in Q3 2017, closing a stake of 1,110 shares — an estimated $42K sold.

MU Investments Company first reported a position in LM in Q4 2016 and held it in 3 quarters. The position peaked at $59K in Q4 2016. 303 funds tracked by Wall St. Rank hold LM as of Q3 2017.

  • MU Investments Company reported no remaining Legg Mason, Inc. position as of Q3 2017 after selling out during the quarter.
  • MU Investments Company sold 1,110 Legg Mason, Inc. shares in Q3 2017, an estimated $42K.
  • MU Investments Company first reported a position in Legg Mason, Inc. in Q4 2016 and held it in 3 quarters.
  • MU Investments Company's Legg Mason, Inc. position peaked at $59K in Q4 2016.
  • 303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2017.

Based on MU Investments Company's 13F filing for Q3 2017, filed 17 Oct 2017.