Advisory Research’s Legg Mason, Inc. LM Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-1,501	Closed	-$74K	–	712
2014 Q1	$74K	Buy	+1,501	New	+$66.8K	﹤0.01%	382

Other funds holding LM

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisory Research's LM Position: Q2 2014 in Review

Advisory Research sold out of Legg Mason, Inc. (LM) in Q2 2014, closing a stake of 1,501 shares — an estimated $74K sold.

Advisory Research first reported a position in LM in Q1 2014 and held it in 1 quarter. The position peaked at $74K in Q1 2014. 352 funds tracked by Wall St. Rank hold LM as of Q2 2014.

Advisory Research reported no remaining Legg Mason, Inc. position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,501 Legg Mason, Inc. shares in Q2 2014, an estimated $74K.
Advisory Research first reported a position in Legg Mason, Inc. in Q1 2014 and held it in 1 quarter.
Advisory Research's Legg Mason, Inc. position peaked at $74K in Q1 2014.
352 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.