RFCA
LM

R&F Capital Advisors’s Legg Mason, Inc. LM Stock Holding History

R&F Capital 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
2017
Q1 		– Sell
-29,349
Closed -$878K – 873
2016
Q4 		$878K Buy
+29,349
New +$922K 0.31% 89

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Fidelity Investments
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FPA
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Invesco
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Dimensional Fund Advisors
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GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CCP
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State Street
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GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return