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

Advisory Services Network’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
2020 Q2	–	Sell	-36	Closed	-$2K	–	3098
2020 Q1	$2K	Sell	36 -4,400	-99%	-$192K	﹤0.01%	2826
2019 Q4	$159K	Buy	4,436 +36	+0.8%	+$1.34K	0.01%	974
2019 Q3	$168K	Hold	4,400	–	–	0.01%	884
2019 Q2	$168K	Hold	4,400	–	–	0.01%	882
2019 Q1	$120K	Hold	4,400	–	–	0.01%	924
2018 Q4	$112K	Hold	4,400	–	–	0.01%	868
2018 Q3	$137K	Buy	4,400 +400	+10%	+$12.9K	0.01%	868
2018 Q2	$131K	Sell	4,000 -163	-4%	-$6.18K	0.01%	854
2018 Q1	$169K	Buy	4,163 +2,982	+252%	+$123K	0.01%	834
2017 Q4	$50K	Buy	+1,181	New	+$46.4K	﹤0.01%	1278
2016 Q3	$2K	Buy	+64	New	+$2.13K	﹤0.01%	1831

Other funds holding LM

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Advisory Services Network's LM Position: Q2 2020 in Review

Advisory Services Network sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 36 shares — an estimated $2K sold.

Advisory Services Network first reported a position in LM in Q3 2016 and held it in 11 quarters. The position peaked at $169K in Q1 2018. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

Advisory Services Network reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
Advisory Services Network sold 36 Legg Mason, Inc. shares in Q2 2020, an estimated $2K.
Advisory Services Network first reported a position in Legg Mason, Inc. in Q3 2016 and held it in 11 quarters.
Advisory Services Network's Legg Mason, Inc. position peaked at $169K in Q1 2018.
303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on Advisory Services Network's 13F filing for Q2 2020, filed 10 Aug 2020.