AmeriServ Wealth Advisors’s Legg Mason, Inc. LM Stock Holding History

AmeriServ Wealth Advisors’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 Q1	–	Sell	-5,150	Closed	-$224K	–	175
2013 Q4	$224K	Buy	+5,150	New	+$200K	0.13%	160
2013 Q3	–	Sell	-12,500	Closed	-$388K	–	182
2013 Q2	$388K	Buy	+12,500	New	+$409K	0.25%	117

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

AmeriServ Wealth Advisors's LM Position: Q1 2014 in Review

AmeriServ Wealth Advisors sold out of Legg Mason, Inc. (LM) in Q1 2014, closing a stake of 5,150 shares — an estimated $224K sold.

AmeriServ Wealth Advisors first reported a position in LM in Q2 2013 and held it in 2 quarters. The position peaked at $388K in Q2 2013. 346 funds tracked by Wall St. Rank hold LM as of Q1 2014.

AmeriServ Wealth Advisors reported no remaining Legg Mason, Inc. position as of Q1 2014 after selling out during the quarter.
AmeriServ Wealth Advisors sold 5,150 Legg Mason, Inc. shares in Q1 2014, an estimated $224K.
AmeriServ Wealth Advisors first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 2 quarters.
AmeriServ Wealth Advisors's Legg Mason, Inc. position peaked at $388K in Q2 2013.
346 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.