PGWM
LM

Parisi Gray Wealth Management’s Legg Mason, Inc. LM Stock Holding History

Parisi Gray Wealth Management’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
-300
Closed -$10K – 611
2018
Q2 		$10K Hold
300
– – 0.01% 423
2018
Q1 		$12K Hold
300
– – 0.01% 415
2017
Q4 		$12K Buy
+300
New +$11.8K 0.01% 430

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Parisi Gray Wealth Management's LM Position: Q3 2018 in Review

Parisi Gray Wealth Management sold out of Legg Mason, Inc. (LM) in Q3 2018, closing a stake of 300 shares — an estimated $10K sold.

Parisi Gray Wealth Management first reported a position in LM in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q1 2018. 337 funds tracked by Wall St. Rank hold LM as of Q3 2018.

  • Parisi Gray Wealth Management reported no remaining Legg Mason, Inc. position as of Q3 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 300 Legg Mason, Inc. shares in Q3 2018, an estimated $10K.
  • Parisi Gray Wealth Management first reported a position in Legg Mason, Inc. in Q4 2017 and held it in 3 quarters.
  • Parisi Gray Wealth Management's Legg Mason, Inc. position peaked at $12K in Q1 2018.
  • 337 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.