Regions Financial Corp’s Legg Mason, Inc. LM Stock Holding History

Regions Financial Corp’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 Q2	–	Sell	-891	Closed	-$24K	–	1911
2019 Q1	$24K	Buy	891 +69	+8%	+$1.98K	﹤0.01%	1321
2018 Q4	$21K	Hold	822	–	–	﹤0.01%	1348
2018 Q3	$26K	Buy	822 +116	+16%	+$3.75K	﹤0.01%	1387
2018 Q2	$25K	Buy	706 +38	+6%	+$1.44K	﹤0.01%	1411
2018 Q1	$27K	Hold	668	–	–	﹤0.01%	1391
2017 Q4	$28K	Buy	+668	New	+$26.2K	﹤0.01%	1405

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Regions Financial Corp's LM Position: Q2 2019 in Review

Regions Financial Corp sold out of Legg Mason, Inc. (LM) in Q2 2019, closing a stake of 891 shares — an estimated $24K sold.

Regions Financial Corp first reported a position in LM in Q4 2017 and held it in 6 quarters. The position peaked at $28K in Q4 2017. 326 funds tracked by Wall St. Rank hold LM as of Q2 2019.

Regions Financial Corp reported no remaining Legg Mason, Inc. position as of Q2 2019 after selling out during the quarter.
Regions Financial Corp sold 891 Legg Mason, Inc. shares in Q2 2019, an estimated $24K.
Regions Financial Corp first reported a position in Legg Mason, Inc. in Q4 2017 and held it in 6 quarters.
Regions Financial Corp's Legg Mason, Inc. position peaked at $28K in Q4 2017.
326 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2019.

Based on Regions Financial Corp's 13F filing for Q2 2019, filed 19 Jul 2019.