OFS
LM

Orrstown Financial Services’s Legg Mason, Inc. LM Stock Holding History

Orrstown Financial Services’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
Q4 		– Sell
-40
Closed -$2K – 348
2017
Q3 		$2K Buy
+40
New +$1.54K ﹤0.01% 312

Other funds holding LM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Orrstown Financial Services's LM Position: Q4 2017 in Review

Orrstown Financial Services sold out of Legg Mason, Inc. (LM) in Q4 2017, closing a stake of 40 shares — an estimated $2K sold.

Orrstown Financial Services first reported a position in LM in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 349 funds tracked by Wall St. Rank hold LM as of Q4 2017.

  • Orrstown Financial Services reported no remaining Legg Mason, Inc. position as of Q4 2017 after selling out during the quarter.
  • Orrstown Financial Services sold 40 Legg Mason, Inc. shares in Q4 2017, an estimated $2K.
  • Orrstown Financial Services first reported a position in Legg Mason, Inc. in Q3 2017 and held it in 1 quarter.
  • Orrstown Financial Services's Legg Mason, Inc. position peaked at $2K in Q3 2017.
  • 349 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2017.

Based on Orrstown Financial Services's 13F filing for Q4 2017, filed 16 Jan 2018.