NR
LM

Newfound Research’s Legg Mason, Inc. LM Stock Holding History

Newfound Research’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
-3
Closed – – 271
2017
Q4 		$0 Hold
3
– – ﹤0.01% 230
2017
Q3 		$0 Hold
3
– – ﹤0.01% 232
2017
Q2 		$0 Hold
3
– – ﹤0.01% 225
2017
Q1 		$0 Hold
3
– – ﹤0.01% 222
2016
Q4 		$0 Hold
3
– – ﹤0.01% 198
2016
Q3 		$0 Hold
3
– – ﹤0.01% 191
2016
Q2 		$0 Buy
+3
New +$97 ﹤0.01% 184

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Newfound Research's LM Position: Q1 2018 in Review

Newfound Research sold out of Legg Mason, Inc. (LM) in Q1 2018, closing a stake of 3 shares.

Newfound Research first reported a position in LM in Q2 2016 and held it in 7 quarters. The position peaked at $0 in Q4 2017. 359 funds tracked by Wall St. Rank hold LM as of Q1 2018.

  • Newfound Research reported no remaining Legg Mason, Inc. position as of Q1 2018 after selling out during the quarter.
  • Newfound Research sold 3 Legg Mason, Inc. shares in Q1 2018.
  • Newfound Research first reported a position in Legg Mason, Inc. in Q2 2016 and held it in 7 quarters.
  • Newfound Research's Legg Mason, Inc. position peaked at $0 in Q4 2017.
  • 359 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2018.

Based on Newfound Research's 13F filing for Q1 2018, filed 3 May 2018.