RIM
LM

Rampart Investment Management’s Legg Mason, Inc. LM Stock Holding History

Rampart Investment Management’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
-18,962
Closed -$568K – 511
2016
Q4 		$568K Sell
18,962
-61
-0.3% -$1.92K 0.21% 90
2016
Q3 		$636K Buy
+19,023
New +$634K 0.24% 62

Other funds holding LM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Rampart Investment Management's LM Position: Q1 2017 in Review

Rampart Investment Management sold out of Legg Mason, Inc. (LM) in Q1 2017, closing a stake of 18,962 shares — an estimated $568K sold.

Rampart Investment Management first reported a position in LM in Q3 2016 and held it in 2 quarters. The position peaked at $636K in Q3 2016. 301 funds tracked by Wall St. Rank hold LM as of Q1 2017.

  • Rampart Investment Management reported no remaining Legg Mason, Inc. position as of Q1 2017 after selling out during the quarter.
  • Rampart Investment Management sold 18,962 Legg Mason, Inc. shares in Q1 2017, an estimated $568K.
  • Rampart Investment Management first reported a position in Legg Mason, Inc. in Q3 2016 and held it in 2 quarters.
  • Rampart Investment Management's Legg Mason, Inc. position peaked at $636K in Q3 2016.
  • 301 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2017.

Based on Rampart Investment Management's 13F filing for Q1 2017, filed 15 May 2017.