USA Mutuals Advisors’s Legg Mason, Inc. LM Stock Holding History

USA Mutuals 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
2016 Q1	–	Sell	-67	Closed	-$3K	–	224
2015 Q4	$3K	Buy	+67	New	+$2.87K	﹤0.01%	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

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

USA Mutuals Advisors's LM Position: Q1 2016 in Review

USA Mutuals Advisors sold out of Legg Mason, Inc. (LM) in Q1 2016, closing a stake of 67 shares — an estimated $3K sold.

USA Mutuals Advisors first reported a position in LM in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 356 funds tracked by Wall St. Rank hold LM as of Q1 2016.

USA Mutuals Advisors reported no remaining Legg Mason, Inc. position as of Q1 2016 after selling out during the quarter.
USA Mutuals Advisors sold 67 Legg Mason, Inc. shares in Q1 2016, an estimated $3K.
USA Mutuals Advisors first reported a position in Legg Mason, Inc. in Q4 2015 and held it in 1 quarter.
USA Mutuals Advisors's Legg Mason, Inc. position peaked at $3K in Q4 2015.
356 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2016.

Based on USA Mutuals Advisors's 13F filing for Q1 2016, filed 13 May 2016.