WA
LM

Winfield Associates’s Legg Mason, Inc. LM Stock Holding History

Winfield Associates’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
-85
Closed -$4K – 756
2017
Q4 		$4K Hold
85
– – ﹤0.01% 572
2017
Q3 		$3K Hold
85
– – ﹤0.01% 582
2017
Q2 		$3K Buy
85
+15
+21% +$568 ﹤0.01% 653
2017
Q1 		$3K Hold
70
– – ﹤0.01% 559
2016
Q4 		$2K Buy
+70
New +$2.2K ﹤0.01% 582

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winfield Associates's LM Position: Q1 2018 in Review

Winfield Associates sold out of Legg Mason, Inc. (LM) in Q1 2018, closing a stake of 85 shares — an estimated $4K sold.

Winfield Associates first reported a position in LM in Q4 2016 and held it in 5 quarters. The position peaked at $4K in Q4 2017. 359 funds tracked by Wall St. Rank hold LM as of Q1 2018.

  • Winfield Associates reported no remaining Legg Mason, Inc. position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 85 Legg Mason, Inc. shares in Q1 2018, an estimated $4K.
  • Winfield Associates first reported a position in Legg Mason, Inc. in Q4 2016 and held it in 5 quarters.
  • Winfield Associates's Legg Mason, Inc. position peaked at $4K in Q4 2017.
  • 359 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.