Riggs Asset Management’s Legg Mason, Inc. LM Stock Holding History

Riggs Asset 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
2016 Q2	–	Sell	-350	Closed	-$12K	–	287
2016 Q1	$12K	Hold	350	–	–	0.01%	180
2015 Q4	$14K	Hold	350	–	–	0.01%	176
2015 Q3	$15K	Hold	350	–	–	0.01%	166
2015 Q2	$18K	Hold	350	–	–	0.01%	179
2015 Q1	$19K	Hold	350	–	–	0.01%	166
2014 Q4	$19K	Hold	350	–	–	0.01%	169
2014 Q3	$18K	Buy	+350	New	+$17.4K	0.01%	165

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Riggs Asset Management's LM Position: Q2 2016 in Review

Riggs Asset Management sold out of Legg Mason, Inc. (LM) in Q2 2016, closing a stake of 350 shares — an estimated $12K sold.

Riggs Asset Management first reported a position in LM in Q3 2014 and held it in 7 quarters. The position peaked at $19K in Q1 2015. 325 funds tracked by Wall St. Rank hold LM as of Q2 2016.

Riggs Asset Management reported no remaining Legg Mason, Inc. position as of Q2 2016 after selling out during the quarter.
Riggs Asset Management sold 350 Legg Mason, Inc. shares in Q2 2016, an estimated $12K.
Riggs Asset Management first reported a position in Legg Mason, Inc. in Q3 2014 and held it in 7 quarters.
Riggs Asset Management's Legg Mason, Inc. position peaked at $19K in Q1 2015.
325 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2016.

Based on Riggs Asset Management's 13F filing for Q2 2016, filed 28 Jul 2016.