PMFA
LM

Plante Moran Financial Advisors’s Legg Mason, Inc. LM Stock Holding History

Plante Moran Financial 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
2016
Q4 		– Sell
-417
Closed -$14K – 1063
2016
Q3 		$14K Buy
+417
New +$13.9K 0.01% 550

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Plante Moran Financial Advisors's LM Position: Q4 2016 in Review

Plante Moran Financial Advisors sold out of Legg Mason, Inc. (LM) in Q4 2016, closing a stake of 417 shares — an estimated $14K sold.

Plante Moran Financial Advisors first reported a position in LM in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 311 funds tracked by Wall St. Rank hold LM as of Q4 2016.

  • Plante Moran Financial Advisors reported no remaining Legg Mason, Inc. position as of Q4 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 417 Legg Mason, Inc. shares in Q4 2016, an estimated $14K.
  • Plante Moran Financial Advisors first reported a position in Legg Mason, Inc. in Q3 2016 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Legg Mason, Inc. position peaked at $14K in Q3 2016.
  • 311 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2016, filed 27 Jan 2017.