SRP
LM

Saddle Road Partners’s Legg Mason, Inc. LM Stock Holding History

Saddle Road Partners’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
Q4 		$459K Sell
15,333
-1,505
-9% -$47.3K 0.23% 83
2016
Q3 		$564K Hold
16,838
– – 0.32% 76
2016
Q2 		$497K Hold
16,838
– – 0.3% 84
2016
Q1 		$584K Buy
16,838
+5,168
+44% +$162K 0.37% 72
2015
Q4 		$458K Buy
+11,670
New +$500K 0.31% 89

Other funds holding LM

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return

Saddle Road Partners's LM Position: Q4 2016 in Review

Saddle Road Partners reduced its Legg Mason, Inc. (LM) stake by 8.9% in Q4 2016, selling an estimated $47.3K and leaving 15,333 shares worth $459K. The position accounts for 0.23% of the portfolio, ranked #83.

Saddle Road Partners first reported a position in LM in Q4 2015 and has held it in 5 quarters since. The position peaked at $584K in Q1 2016. 311 funds tracked by Wall St. Rank hold LM as of Q4 2016.

  • Saddle Road Partners held 15,333 shares of Legg Mason, Inc. worth $459K as of Q4 2016.
  • Saddle Road Partners sold 1,505 Legg Mason, Inc. shares in Q4 2016, an estimated $47.3K.
  • Legg Mason, Inc. made up 0.23% of Saddle Road Partners's portfolio in Q4 2016, its #83 holding.
  • Saddle Road Partners first reported a position in Legg Mason, Inc. in Q4 2015 and has held it in 5 quarters since.
  • Saddle Road Partners's Legg Mason, Inc. position peaked at $584K in Q1 2016.
  • 311 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.