Wealthfront’s Legg Mason, Inc. LM Stock Holding History

Wealthfront’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	-891	Closed	-$37K	–	1199
2015 Q3	$37K	Sell	891 -3,063	-77%	-$142K	﹤0.01%	571
2015 Q2	$204K	Sell	3,954 -695	-15%	-$37.4K	0.01%	261
2015 Q1	$257K	Buy	4,649 +611	+15%	+$34.3K	0.01%	197
2014 Q4	$216K	Buy	4,038 +1,966	+95%	+$104K	0.01%	195
2014 Q3	$106K	Buy	2,072 +214	+12%	+$10.6K	0.01%	279
2014 Q2	$96K	Buy	1,858 +648	+54%	+$31.2K	0.01%	233
2014 Q1	$59K	Buy	+1,210	New	+$53.9K	0.01%	226

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

Wealthfront's LM Position: Q4 2015 in Review

Wealthfront sold out of Legg Mason, Inc. (LM) in Q4 2015, closing a stake of 891 shares — an estimated $37K sold.

Wealthfront first reported a position in LM in Q1 2014 and held it in 7 quarters. The position peaked at $257K in Q1 2015. 381 funds tracked by Wall St. Rank hold LM as of Q4 2015.

Wealthfront reported no remaining Legg Mason, Inc. position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 891 Legg Mason, Inc. shares in Q4 2015, an estimated $37K.
Wealthfront first reported a position in Legg Mason, Inc. in Q1 2014 and held it in 7 quarters.
Wealthfront's Legg Mason, Inc. position peaked at $257K in Q1 2015.
381 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.