OneDigital Investment Advisors’s Legg Mason, Inc. LM Stock Holding History

OneDigital Investment Advisors’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
2019 Q3	–	Sell	-401	Closed	-$15K	–	1274
2019 Q2	$15K	Hold	401	–	–	﹤0.01%	870
2019 Q1	$11K	Hold	401	–	–	﹤0.01%	868
2018 Q4	$10K	Hold	401	–	–	﹤0.01%	861
2018 Q3	$13K	Hold	401	–	–	﹤0.01%	785
2018 Q2	$14K	Hold	401	–	–	﹤0.01%	953
2018 Q1	$16K	Sell	401 -300	-43%	-$12.4K	﹤0.01%	890
2017 Q4	$29K	Hold	701	–	–	﹤0.01%	670
2017 Q3	$28K	Hold	701	–	–	0.01%	539
2017 Q2	$27K	Buy	+701	New	+$26.5K	0.01%	654

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

OneDigital Investment Advisors's LM Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Legg Mason, Inc. (LM) in Q3 2019, closing a stake of 401 shares — an estimated $15K sold.

OneDigital Investment Advisors first reported a position in LM in Q2 2017 and held it in 9 quarters. The position peaked at $29K in Q4 2017. 329 funds tracked by Wall St. Rank hold LM as of Q3 2019.

OneDigital Investment Advisors reported no remaining Legg Mason, Inc. position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 401 Legg Mason, Inc. shares in Q3 2019, an estimated $15K.
OneDigital Investment Advisors first reported a position in Legg Mason, Inc. in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Legg Mason, Inc. position peaked at $29K in Q4 2017.
329 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.