SPIA
LM

Steward Partners Investment Advisory’s Legg Mason, Inc. LM Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-300
Closed -$9K – 2470
2018
Q3 		$9K Buy
+300
New +$9.7K ﹤0.01% 1940

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Partners Investment Advisory's LM Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Legg Mason, Inc. (LM) in Q4 2018, closing a stake of 300 shares — an estimated $9K sold.

Steward Partners Investment Advisory first reported a position in LM in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 316 funds tracked by Wall St. Rank hold LM as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Legg Mason, Inc. position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 300 Legg Mason, Inc. shares in Q4 2018, an estimated $9K.
  • Steward Partners Investment Advisory first reported a position in Legg Mason, Inc. in Q3 2018 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Legg Mason, Inc. position peaked at $9K in Q3 2018.
  • 316 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.