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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

CCP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

R&F Capital Advisors's LM Position: Q1 2017 in Review

R&F Capital Advisors sold out of Legg Mason, Inc. (LM) in Q1 2017, closing a stake of 29,349 shares — an estimated $878K sold.

R&F Capital Advisors first reported a position in LM in Q4 2016 and held it in 1 quarter. The position peaked at $878K in Q4 2016. 301 funds tracked by Wall St. Rank hold LM as of Q1 2017.

R&F Capital Advisors reported no remaining Legg Mason, Inc. position as of Q1 2017 after selling out during the quarter.
R&F Capital Advisors sold 29,349 Legg Mason, Inc. shares in Q1 2017, an estimated $878K.
R&F Capital Advisors first reported a position in Legg Mason, Inc. in Q4 2016 and held it in 1 quarter.
R&F Capital Advisors's Legg Mason, Inc. position peaked at $878K in Q4 2016.
301 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.