Rehmann Capital Advisory Group’s Legg Mason, Inc. LM Stock Holding History

Rehmann Capital Advisory Group’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 Q3	$2.71K	Sell	71 -5	-7%	-$189	﹤0.01%	1351
2019 Q2	$2.91K	Hold	76	–	–	﹤0.01%	1698
2019 Q1	$2.08K	Buy	76 +5	+7%	+$143	﹤0.01%	1759
2018 Q4	$1.81K	Hold	71	–	–	﹤0.01%	1491
2018 Q3	$2.22K	Buy	71 +31	+78%	+$1K	﹤0.01%	1767
2018 Q2	$1.39K	Sell	40 -8	-17%	-$304	﹤0.01%	1894
2018 Q1	$2K	Buy	+48	New	+$1.98K	﹤0.01%	1802

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Rehmann Capital Advisory Group's LM Position: Q3 2019 in Review

Rehmann Capital Advisory Group reduced its Legg Mason, Inc. (LM) stake by 6.6% in Q3 2019, selling an estimated $189 and leaving 71 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Rehmann Capital Advisory Group first reported a position in LM in Q1 2018 and has held it in 7 quarters since. The position peaked at $2.91K in Q2 2019. 329 funds tracked by Wall St. Rank hold LM as of Q3 2019.

Rehmann Capital Advisory Group held 71 shares of Legg Mason, Inc. worth $2.71K as of Q3 2019.
Rehmann Capital Advisory Group sold 5 Legg Mason, Inc. shares in Q3 2019, an estimated $189.
Legg Mason, Inc. made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #1351 holding.
Rehmann Capital Advisory Group first reported a position in Legg Mason, Inc. in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's Legg Mason, Inc. position peaked at $2.91K in Q2 2019.
329 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.