BCAM
LM

Boston Common Asset Management’s Legg Mason, Inc. LM Stock Holding History

Boston Common Asset Management’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
2018
Q2 		– Sell
-29,618
Closed -$1.2M – 206
2018
Q1 		$1.2M Sell
29,618
-688
-2% -$28.4K 0.14% 114
2017
Q4 		$1.27M Buy
30,306
+3,471
+13% +$136K 0.15% 105
2017
Q3 		$1.05M Buy
26,835
+4,870
+22% +$187K 0.13% 117
2017
Q2 		$838K Sell
21,965
-315
-1% -$11.9K 0.11% 142
2017
Q1 		$805K Buy
+22,280
New +$772K 0.11% 133
2014
Q4 		– Sell
-9,185
Closed -$470K – 278
2014
Q3 		$470K Sell
9,185
-210
-2% -$10.4K 0.03% 235
2014
Q2 		$482K Sell
9,395
-1,225
-12% -$59.1K 0.03% 233
2014
Q1 		$521K Sell
10,620
-455
-4% -$20.3K 0.03% 234
2013
Q4 		$482K Buy
11,075
+680
+7% +$26.4K 0.03% 243
2013
Q3 		$348K Sell
10,395
-400
-4% -$13.4K 0.02% 264
2013
Q2 		$335K Buy
+10,795
New +$353K 0.02% 267

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Boston Common Asset Management's LM Position: Q2 2018 in Review

Boston Common Asset Management sold out of Legg Mason, Inc. (LM) in Q2 2018, closing a stake of 29,618 shares — an estimated $1.2M sold.

Boston Common Asset Management first reported a position in LM in Q2 2013 and held it in 11 quarters. The position peaked at $1.27M in Q4 2017. 370 funds tracked by Wall St. Rank hold LM as of Q2 2018.

  • Boston Common Asset Management reported no remaining Legg Mason, Inc. position as of Q2 2018 after selling out during the quarter.
  • Boston Common Asset Management sold 29,618 Legg Mason, Inc. shares in Q2 2018, an estimated $1.2M.
  • Boston Common Asset Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 11 quarters.
  • Boston Common Asset Management's Legg Mason, Inc. position peaked at $1.27M in Q4 2017.
  • 370 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2018.

Based on Boston Common Asset Management's 13F filing for Q2 2018, filed 6 Aug 2018.