QS Investors’s Legg Mason, Inc. LM Stock Holding History

QS Investors’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	-1,320	Closed	-$44K	–	1977
2016 Q3	$44K	Hold	1,320	–	–	﹤0.01%	1362
2016 Q2	$39K	Hold	1,320	–	–	﹤0.01%	1386
2016 Q1	$46K	Hold	1,320	–	–	﹤0.01%	1333
2015 Q4	$52K	Hold	1,320	–	–	﹤0.01%	1326
2015 Q3	$55K	Buy	+1,320	New	+$61.1K	﹤0.01%	1278
2014 Q4	–	Sell	-1,478	Closed	-$76K	–	1394
2014 Q3	$76K	Hold	1,478	–	–	﹤0.01%	688
2014 Q2	$76K	Buy	+1,478	New	+$71.3K	﹤0.01%	706
2014 Q1	–	Sell	-103,300	Closed	-$4.49M	–	654
2013 Q4	$4.49M	Buy	+103,300	New	+$4.01M	0.17%	126

Other funds holding LM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

CCP

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

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

QS Investors's LM Position: Q4 2016 in Review

QS Investors sold out of Legg Mason, Inc. (LM) in Q4 2016, closing a stake of 1,320 shares — an estimated $44K sold.

QS Investors first reported a position in LM in Q4 2013 and held it in 8 quarters. The position peaked at $4.49M in Q4 2013. 311 funds tracked by Wall St. Rank hold LM as of Q4 2016.

QS Investors reported no remaining Legg Mason, Inc. position as of Q4 2016 after selling out during the quarter.
QS Investors sold 1,320 Legg Mason, Inc. shares in Q4 2016, an estimated $44K.
QS Investors first reported a position in Legg Mason, Inc. in Q4 2013 and held it in 8 quarters.
QS Investors's Legg Mason, Inc. position peaked at $4.49M in Q4 2013.
311 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2016.

Based on QS Investors's 13F filing for Q4 2016, filed 14 Feb 2017.