CCM
LM

Cai Capital Management’s Legg Mason, Inc. LM Stock Holding History

Cai Capital 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
2013
Q3 		– Sell
-88,630
Closed -$2.75M – 263
2013
Q2 		$2.75M Buy
+88,630
New +$2.9M 1.59% 10

Other funds holding LM

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Cai Capital Management's LM Position: Q3 2013 in Review

Cai Capital Management sold out of Legg Mason, Inc. (LM) in Q3 2013, closing a stake of 88,630 shares — an estimated $2.75M sold.

Cai Capital Management first reported a position in LM in Q2 2013 and held it in 1 quarter. The position peaked at $2.75M in Q2 2013. 339 funds tracked by Wall St. Rank hold LM as of Q3 2013.

  • Cai Capital Management reported no remaining Legg Mason, Inc. position as of Q3 2013 after selling out during the quarter.
  • Cai Capital Management sold 88,630 Legg Mason, Inc. shares in Q3 2013, an estimated $2.75M.
  • Cai Capital Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 1 quarter.
  • Cai Capital Management's Legg Mason, Inc. position peaked at $2.75M in Q2 2013.
  • 339 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2013.

Based on Cai Capital Management's 13F filing for Q3 2013, filed 13 Nov 2013.