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

Optimum 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
2018 Q3	–	Sell	-1,950	Closed	-$68K	–	1111
2018 Q2	$68K	Sell	1,950 -575	-23%	-$21.8K	0.02%	469
2018 Q1	$103K	Buy	+2,525	New	+$104K	0.03%	402
2016 Q1	–	Sell	-6,225	Closed	-$244K	–	288
2015 Q4	$244K	Hold	6,225	–	–	0.09%	230
2015 Q3	$259K	Buy	+6,225	New	+$288K	0.1%	217
2015 Q1	$409K	Hold	7,403	–	–	0.13%	180
2014 Q4	$395K	Buy	7,403 +700	+10%	+$36.9K	0.13%	175
2014 Q3	$343K	Buy	6,703 +100	+2%	+$4.96K	0.11%	181
2014 Q2	$339K	Sell	6,603 -50	-0.8%	-$2.41K	0.11%	186
2014 Q1	$326K	Buy	6,653 +1,300	+24%	+$57.9K	0.12%	171
2013 Q4	$233K	Hold	5,353	–	–	0.09%	198
2013 Q3	$179K	Buy	+5,353	New	+$179K	0.07%	218

Other funds holding LM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CCP

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Optimum Investment Advisors's LM Position: Q3 2018 in Review

Optimum Investment Advisors sold out of Legg Mason, Inc. (LM) in Q3 2018, closing a stake of 1,950 shares — an estimated $68K sold.

Optimum Investment Advisors first reported a position in LM in Q3 2013 and held it in 11 quarters. The position peaked at $409K in Q1 2015. 337 funds tracked by Wall St. Rank hold LM as of Q3 2018.

Optimum Investment Advisors reported no remaining Legg Mason, Inc. position as of Q3 2018 after selling out during the quarter.
Optimum Investment Advisors sold 1,950 Legg Mason, Inc. shares in Q3 2018, an estimated $68K.
Optimum Investment Advisors first reported a position in Legg Mason, Inc. in Q3 2013 and held it in 11 quarters.
Optimum Investment Advisors's Legg Mason, Inc. position peaked at $409K in Q1 2015.
337 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.