RWA
LM

River Wealth Advisors’s Legg Mason, Inc. LM Stock Holding History

River Wealth 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
2018
Q3 		– Sell
-100
Closed -$3K – 621
2018
Q2 		$3K Buy
+100
New +$3.79K ﹤0.01% 538

Other funds holding LM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

River Wealth Advisors's LM Position: Q3 2018 in Review

River Wealth Advisors sold out of Legg Mason, Inc. (LM) in Q3 2018, closing a stake of 100 shares — an estimated $3K sold.

River Wealth Advisors first reported a position in LM in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 337 funds tracked by Wall St. Rank hold LM as of Q3 2018.

  • River Wealth Advisors reported no remaining Legg Mason, Inc. position as of Q3 2018 after selling out during the quarter.
  • River Wealth Advisors sold 100 Legg Mason, Inc. shares in Q3 2018, an estimated $3K.
  • River Wealth Advisors first reported a position in Legg Mason, Inc. in Q2 2018 and held it in 1 quarter.
  • River Wealth Advisors's Legg Mason, Inc. position peaked at $3K in Q2 2018.
  • 337 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2018.

Based on River Wealth Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.