Almanack Investment Partners’s Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 LMHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-8,210
Closed -$212K 313
2019
Q4
$212K Hold
8,210
0.04% 184
2019
Q3
$213K Buy
+8,210
New +$210K 0.04% 196

Almanack Investment Partners's LMHB Position: Q1 2020 in Review

Almanack Investment Partners sold out of Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 (LMHB) in Q1 2020, closing a stake of 8,210 shares — an estimated $212K sold.

Almanack Investment Partners first reported a position in LMHB in Q3 2019 and held it in 2 quarters. The position peaked at $213K in Q3 2019. 0 funds tracked by Wall St. Rank hold LMHB as of Q1 2020.

  • Almanack Investment Partners reported no remaining Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 position as of Q1 2020 after selling out during the quarter.
  • Almanack Investment Partners sold 8,210 Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 shares in Q1 2020, an estimated $212K.
  • Almanack Investment Partners first reported a position in Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 in Q3 2019 and held it in 2 quarters.
  • Almanack Investment Partners's Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 position peaked at $213K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 as of Q1 2020.

Based on Almanack Investment Partners's 13F filing for Q1 2020, filed 13 May 2020.