WIA
LM

Westbourne Investment Advisors’s Legg Mason, Inc. LM Stock Holding History

Westbourne Investment 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
2018
Q4 		– Sell
-4,380
Closed -$137K – 163
2018
Q3 		$137K Buy
+4,380
New +$142K 0.1% 117
2017
Q4 		– Sell
-7,338
Closed -$288K – 107
2017
Q3 		$288K Sell
7,338
-4,020
-35% -$154K 0.22% 86
2017
Q2 		$433K Sell
11,358
-1,150
-9% -$43.5K 0.35% 71
2017
Q1 		$452K Buy
12,508
+223
+2% +$7.73K 0.37% 71
2016
Q4 		$367K Buy
12,285
+840
+7% +$26.4K 0.32% 74
2016
Q3 		$383K Hold
11,445
– – 0.34% 74
2016
Q2 		$338K Sell
11,445
-100
-0.9% -$3.24K 0.31% 80
2016
Q1 		$400K Buy
11,545
+2,880
+33% +$90.3K 0.38% 71
2015
Q4 		$340K Buy
8,665
+1,300
+18% +$55.7K 0.33% 75
2015
Q3 		$306K Buy
7,365
+1,950
+36% +$90.3K 0.31% 81
2015
Q2 		$279K Buy
+5,415
New +$292K 0.25% 92

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westbourne Investment Advisors's LM Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Legg Mason, Inc. (LM) in Q4 2018, closing a stake of 4,380 shares — an estimated $137K sold.

Westbourne Investment Advisors first reported a position in LM in Q2 2015 and held it in 11 quarters. The position peaked at $452K in Q1 2017. 316 funds tracked by Wall St. Rank hold LM as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Legg Mason, Inc. position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 4,380 Legg Mason, Inc. shares in Q4 2018, an estimated $137K.
  • Westbourne Investment Advisors first reported a position in Legg Mason, Inc. in Q2 2015 and held it in 11 quarters.
  • Westbourne Investment Advisors's Legg Mason, Inc. position peaked at $452K in Q1 2017.
  • 316 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.