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

Summit Financial 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
2015 Q4	–	Sell	-611	Closed	-$25K	–	232
2015 Q3	$25K	Hold	611	–	–	0.02%	150
2015 Q2	$31K	Hold	611	–	–	0.02%	175
2015 Q1	$33K	Hold	611	–	–	0.02%	140
2014 Q4	$33K	Buy	+611	New	+$32.2K	0.02%	137

Other funds holding LM

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

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

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Summit Financial Wealth Advisors's LM Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Legg Mason, Inc. (LM) in Q4 2015, closing a stake of 611 shares — an estimated $25K sold.

Summit Financial Wealth Advisors first reported a position in LM in Q4 2014 and held it in 4 quarters. The position peaked at $33K in Q1 2015. 381 funds tracked by Wall St. Rank hold LM as of Q4 2015.

Summit Financial Wealth Advisors reported no remaining Legg Mason, Inc. position as of Q4 2015 after selling out during the quarter.
Summit Financial Wealth Advisors sold 611 Legg Mason, Inc. shares in Q4 2015, an estimated $25K.
Summit Financial Wealth Advisors first reported a position in Legg Mason, Inc. in Q4 2014 and held it in 4 quarters.
Summit Financial Wealth Advisors's Legg Mason, Inc. position peaked at $33K in Q1 2015.
381 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.