AGF Investments LLC’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-18,064
| Closed | -$899K | – | 629 |
|
|
2020
Q2 | $899K | Sell |
18,064
-7,479
| -29% | -$371K | 0.09% | 268 |
|
|
2020
Q1 | $1.25M | Sell |
25,543
-11,991
| -32% | -$523K | 0.16% | 78 |
|
|
2019
Q4 | $1.35M | Sell |
37,534
-2,053
| -5% | -$76.2K | 0.25% | 106 |
|
|
2019
Q3 | $1.51M | Sell |
39,587
-10,793
| -21% | -$408K | 0.36% | 78 |
|
|
2019
Q2 | $1.93M | Buy |
50,380
+1,327
| +3% | +$45.9K | 0.4% | 73 |
|
|
2019
Q1 | $1.34M | Buy |
49,053
+8,964
| +22% | +$257K | 0.3% | 97 |
|
|
2018
Q4 | $1.02M | Sell |
40,089
-221
| -0.5% | -$6.19K | 0.14% | 152 |
|
|
2018
Q3 | $1.26M | Buy |
40,310
+581
| +1% | +$18.8K | 0.16% | 140 |
|
|
2018
Q2 | $1.38K | Buy |
39,729
+22,051
| +125% | +$837K | 0.16% | 145 |
|
|
2018
Q1 | $719K | Buy |
17,678
+16,825
| +1,972% | +$694K | 0.12% | 153 |
|
|
2017
Q4 | $36K | Buy |
853
+450
| +112% | +$17.7K | 0.01% | 343 |
|
|
2017
Q3 | $15K | Hold |
403
| – | – | ﹤0.01% | 427 |
|
|
2017
Q2 | $15K | Buy |
403
+12
| +3% | +$454 | ﹤0.01% | 434 |
|
|
2017
Q1 | $14K | Sell |
391
-267
| -41% | -$9.25K | ﹤0.01% | 448 |
|
|
2016
Q4 | $21K | Buy |
+658
| New | +$20.7K | 0.01% | 392 |
|
AGF Investments LLC's LM Position: Q3 2020 in Review
AGF Investments LLC sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 18,064 shares — an estimated $899K sold.
AGF Investments LLC first reported a position in LM in Q4 2016 and held it in 15 quarters. The position peaked at $1.93M in Q2 2019. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- AGF Investments LLC reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- AGF Investments LLC sold 18,064 Legg Mason, Inc. shares in Q3 2020, an estimated $899K.
- AGF Investments LLC first reported a position in Legg Mason, Inc. in Q4 2016 and held it in 15 quarters.
- AGF Investments LLC's Legg Mason, Inc. position peaked at $1.93M in Q2 2019.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on AGF Investments LLC's 13F filing for Q3 2020, filed 12 Nov 2020.