SWP
LM

Stratos Wealth Partners’s Legg Mason, Inc. LM Stock Holding History

Stratos Wealth 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
2018
Q4 		– Sell
-164
Closed -$5K – 2844
2018
Q3 		$5K Buy
+164
New +$5.3K ﹤0.01% 2485
2018
Q2 		– Sell
-164
Closed -$7K – 2927
2018
Q1 		$7K Hold
164
– – ﹤0.01% 2513
2017
Q4 		$7K Buy
+164
New +$6.44K ﹤0.01% 2299

Other funds holding LM

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

Stratos Wealth Partners's LM Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Legg Mason, Inc. (LM) in Q4 2018, closing a stake of 164 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in LM in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q1 2018. 316 funds tracked by Wall St. Rank hold LM as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Legg Mason, Inc. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 164 Legg Mason, Inc. shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Legg Mason, Inc. in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Legg Mason, Inc. position peaked at $7K in Q1 2018.
  • 316 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.