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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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.