TLP Group’s Legg Mason, Inc. LM Stock Holding History

TLP Group’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 Q1	–	Sell	-39	Closed	-$2K	–	689
2017 Q4	$2K	Sell	39 -9	-19%	-$353	﹤0.01%	530
2017 Q3	$2K	Buy	+48	New	+$1.84K	﹤0.01%	508
2016 Q1	–	Sell	-462	Closed	-$18K	–	432
2015 Q4	$18K	Buy	+462	New	+$19.8K	0.01%	267

Other funds holding LM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TLP Group's LM Position: Q1 2018 in Review

TLP Group sold out of Legg Mason, Inc. (LM) in Q1 2018, closing a stake of 39 shares — an estimated $2K sold.

TLP Group first reported a position in LM in Q4 2015 and held it in 3 quarters. The position peaked at $18K in Q4 2015. 359 funds tracked by Wall St. Rank hold LM as of Q1 2018.

TLP Group reported no remaining Legg Mason, Inc. position as of Q1 2018 after selling out during the quarter.
TLP Group sold 39 Legg Mason, Inc. shares in Q1 2018, an estimated $2K.
TLP Group first reported a position in Legg Mason, Inc. in Q4 2015 and held it in 3 quarters.
TLP Group's Legg Mason, Inc. position peaked at $18K in Q4 2015.
359 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2018.

Based on TLP Group's 13F filing for Q1 2018, filed 16 May 2018.