WAM
LM

Wealthspire Advisors (Maryland)’s Legg Mason, Inc. LM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-991
Closed -$27K – 2401
2019
Q1 		$27K Sell
991
-246
-20% -$7.05K ﹤0.01% 1162
2018
Q4 		$32K Sell
1,237
-1,963
-61% -$55K ﹤0.01% 1036
2018
Q3 		$100K Sell
3,200
-273
-8% -$8.83K 0.01% 689
2018
Q2 		$121K Buy
3,473
+133
+4% +$5.05K 0.01% 628
2018
Q1 		$136K Buy
3,340
+527
+19% +$21.8K 0.01% 591
2017
Q4 		$118K Sell
2,813
-449
-14% -$17.6K 0.01% 651
2017
Q3 		$128K Buy
3,262
+710
+28% +$27.3K 0.01% 617
2017
Q2 		$97K Buy
2,552
+2,043
+401% +$77.4K 0.01% 707
2017
Q1 		$18K Buy
509
+120
+31% +$4.16K ﹤0.01% 1131
2016
Q4 		$12K Buy
389
+29
+8% +$911 ﹤0.01% 1177
2016
Q3 		$12K Buy
360
+6
+2% +$200 ﹤0.01% 1215
2016
Q2 		$10K Hold
354
– – ﹤0.01% 1215
2016
Q1 		$12K Buy
354
+25
+8% +$784 ﹤0.01% 1147
2015
Q4 		$13K Buy
+329
New +$14.1K ﹤0.01% 1128

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Legg Mason, Inc. (LM) in Q2 2019, closing a stake of 991 shares — an estimated $27K sold.

Wealthspire Advisors (Maryland) first reported a position in LM in Q4 2015 and held it in 14 quarters. The position peaked at $136K in Q1 2018. 326 funds tracked by Wall St. Rank hold LM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Legg Mason, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 991 Legg Mason, Inc. shares in Q2 2019, an estimated $27K.
  • Wealthspire Advisors (Maryland) first reported a position in Legg Mason, Inc. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Legg Mason, Inc. position peaked at $136K in Q1 2018.
  • 326 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.