Ameritas Investment Partners’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 |
-24,188
| Closed | -$1.2M | – | 3112 |
|
|
2020
Q2 | $1.2M | Buy |
24,188
+1,140
| +5% | +$56.6K | 0.06% | 379 |
|
|
2020
Q1 | $1.13M | Hold |
23,048
| – | – | 0.06% | 343 |
|
|
2019
Q4 | $828K | Hold |
23,048
| – | – | 0.04% | 585 |
|
|
2019
Q3 | $880K | Sell |
23,048
-2,111
| -8% | -$79.9K | 0.04% | 552 |
|
|
2019
Q2 | $963K | Hold |
25,159
| – | – | 0.04% | 532 |
|
|
2019
Q1 | $689K | Hold |
25,159
| – | – | 0.03% | 649 |
|
|
2018
Q4 | $642K | Hold |
25,159
| – | – | 0.04% | 621 |
|
|
2018
Q3 | $786K | Hold |
25,159
| – | – | 0.04% | 620 |
|
|
2018
Q2 | $874K | Hold |
25,159
| – | – | 0.04% | 581 |
|
|
2018
Q1 | $1.02M | Sell |
25,159
-435
| -2% | -$18K | 0.05% | 513 |
|
|
2017
Q4 | $1.07M | Buy |
25,594
+28
| +0.1% | +$1.1K | 0.05% | 516 |
|
|
2017
Q3 | $976K | Hold |
25,566
| – | – | 0.05% | 530 |
|
|
2017
Q2 | $976K | Hold |
25,566
| – | – | 0.05% | 535 |
|
|
2017
Q1 | $923K | Sell |
25,566
-1,531
| -6% | -$53K | 0.05% | 546 |
|
|
2016
Q4 | $810K | Buy |
+27,097
| New | +$851K | 0.04% | 594 |
|
Ameritas Investment Partners's LM Position: Q3 2020 in Review
Ameritas Investment Partners sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 24,188 shares — an estimated $1.2M sold.
Ameritas Investment Partners first reported a position in LM in Q4 2016 and held it in 15 quarters. The position peaked at $1.2M in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Ameritas Investment Partners reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Ameritas Investment Partners sold 24,188 Legg Mason, Inc. shares in Q3 2020, an estimated $1.2M.
- Ameritas Investment Partners first reported a position in Legg Mason, Inc. in Q4 2016 and held it in 15 quarters.
- Ameritas Investment Partners's Legg Mason, Inc. position peaked at $1.2M in Q2 2020.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Ameritas Investment Partners's 13F filing for Q3 2020, filed 13 Nov 2020.