BP
LM

Boston Provident’s Legg Mason, Inc. LM Stock Holding History

Boston Provident’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
2015
Q3 		$1.16M Buy
+27,771
New +$1.29M 0.99% 23

Other funds holding LM

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dimensional Fund Advisors
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Provident's LM Position: Q3 2015 in Review

Boston Provident opened a new position in Legg Mason, Inc. (LM) in Q3 2015: 27,771 shares worth $1.16M. The stake represents 0.99% of the portfolio and ranks #23 among its holdings.

366 funds tracked by Wall St. Rank hold LM as of Q3 2015.

  • Boston Provident held 27,771 shares of Legg Mason, Inc. worth $1.16M as of Q3 2015.
  • Legg Mason, Inc. was a new Boston Provident position in Q3 2015.
  • Legg Mason, Inc. made up 0.99% of Boston Provident's portfolio in Q3 2015, its #23 holding.
  • 366 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2015.

Based on Boston Provident's 13F filing for Q3 2015, filed 16 Nov 2015.