Proficio Capital Partners’s Legg Mason, Inc. LM Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-38	Closed	-$1K	–	1873
2019 Q2	$1K	Buy	+38	New	+$1.31K	﹤0.01%	1898
2018 Q2	–	Sell	-114	Closed	-$4.33K	–	1360
2018 Q1	$5K	Hold	114	–	–	﹤0.01%	1021
2017 Q4	$5K	Buy	+114	New	+$4.48K	﹤0.01%	994
2017 Q3	–	Sell	-441	Closed	-$17K	–	1350
2017 Q2	$17K	Hold	441	–	–	0.01%	659
2017 Q1	$17K	Buy	+441	New	+$15.3K	0.01%	671
2016 Q1	–	Sell	-18	Closed	-$1K	–	1198
2015 Q4	$1K	Buy	+18	New	+$771	﹤0.01%	834

Other funds holding LM

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

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

CCP

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Proficio Capital Partners's LM Position: Q3 2019 in Review

Proficio Capital Partners sold out of Legg Mason, Inc. (LM) in Q3 2019, closing a stake of 38 shares — an estimated $1K sold.

Proficio Capital Partners first reported a position in LM in Q4 2015 and held it in 6 quarters. The position peaked at $17K in Q2 2017. 329 funds tracked by Wall St. Rank hold LM as of Q3 2019.

Proficio Capital Partners reported no remaining Legg Mason, Inc. position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 38 Legg Mason, Inc. shares in Q3 2019, an estimated $1K.
Proficio Capital Partners first reported a position in Legg Mason, Inc. in Q4 2015 and held it in 6 quarters.
Proficio Capital Partners's Legg Mason, Inc. position peaked at $17K in Q2 2017.
329 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.