CMBA
LM

C.M. Bidwell & Associates’s Legg Mason, Inc. LM Stock Holding History

C.M. Bidwell & Associates’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
2020
Q1 		– Sell
-790
Closed -$28K – 497
2019
Q4 		$28K Sell
790
-1,990
-72% -$73.9K 0.03% 282
2019
Q3 		$106K Buy
2,780
+1,170
+73% +$44.3K 0.1% 179
2019
Q2 		$62K Buy
+1,610
New +$55.6K 0.06% 225
2016
Q4 		– Sell
-128,260
Closed -$4.29M – 331
2016
Q3 		$4.29M Sell
128,260
-107,855
-46% -$3.59M 1.02% 26
2016
Q2 		$6.96M Buy
+236,115
New +$7.65M 1.73% 11
2014
Q3 		– Sell
-6,740
Closed -$346K – 305
2014
Q2 		$346K Buy
+6,740
New +$325K 0.08% 105
2014
Q1 		– Sell
-1,610
Closed -$70K – 277
2013
Q4 		$70K Buy
+1,610
New +$62.5K 0.02% 201

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

C.M. Bidwell & Associates's LM Position: Q1 2020 in Review

C.M. Bidwell & Associates sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 790 shares — an estimated $28K sold.

C.M. Bidwell & Associates first reported a position in LM in Q4 2013 and held it in 7 quarters. The position peaked at $6.96M in Q2 2016. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • C.M. Bidwell & Associates reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 790 Legg Mason, Inc. shares in Q1 2020, an estimated $28K.
  • C.M. Bidwell & Associates first reported a position in Legg Mason, Inc. in Q4 2013 and held it in 7 quarters.
  • C.M. Bidwell & Associates's Legg Mason, Inc. position peaked at $6.96M in Q2 2016.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2020, filed 15 May 2020.