Zweig-DiMenna Associates’s Legg Mason, Inc. LM Stock Holding History

Zweig-DiMenna 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
2017 Q1	–	Sell	-8,400	Closed	-$251K	–	253
2016 Q4	$251K	Buy	+8,400	New	+$264K	0.02%	179
2015 Q3	–	Sell	-4,400	Closed	-$227K	–	300
2015 Q2	$227K	Hold	4,400	–	–	0.01%	239
2015 Q1	$243K	Sell	4,400 -200	-4%	-$11.2K	0.01%	252
2014 Q4	$246K	Sell	4,600 -300	-6%	-$15.8K	0.01%	233
2014 Q3	$251K	Sell	4,900 -70,000	-93%	-$3.47M	0.01%	197
2014 Q2	$3.84M	Buy	74,900 +69,900	+1,398%	+$3.37M	0.18%	113
2014 Q1	$245K	Buy	+5,000	New	+$223K	0.01%	185

Other funds holding LM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FPA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CCP

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Zweig-DiMenna Associates's LM Position: Q1 2017 in Review

Zweig-DiMenna Associates sold out of Legg Mason, Inc. (LM) in Q1 2017, closing a stake of 8,400 shares — an estimated $251K sold.

Zweig-DiMenna Associates first reported a position in LM in Q1 2014 and held it in 7 quarters. The position peaked at $3.84M in Q2 2014. 301 funds tracked by Wall St. Rank hold LM as of Q1 2017.

Zweig-DiMenna Associates reported no remaining Legg Mason, Inc. position as of Q1 2017 after selling out during the quarter.
Zweig-DiMenna Associates sold 8,400 Legg Mason, Inc. shares in Q1 2017, an estimated $251K.
Zweig-DiMenna Associates first reported a position in Legg Mason, Inc. in Q1 2014 and held it in 7 quarters.
Zweig-DiMenna Associates's Legg Mason, Inc. position peaked at $3.84M in Q2 2014.
301 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2017.

Based on Zweig-DiMenna Associates's 13F filing for Q1 2017, filed 8 May 2017.