Cambridge Investment Research Advisors
LM

Cambridge Investment Research Advisors’s Legg Mason, Inc. LM Stock Holding History

Cambridge Investment Research Advisors’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
-8,632
Closed -$310K – 2536
2019
Q4 		$310K Sell
8,632
-1,301
-13% -$48.3K ﹤0.01% 1891
2019
Q3 		$379K Sell
9,933
-529
-5% -$20K ﹤0.01% 1679
2019
Q2 		$400K Sell
10,462
-493
-5% -$17K ﹤0.01% 1579
2019
Q1 		$300K Buy
10,955
+455
+4% +$13K ﹤0.01% 1805
2018
Q4 		$268K Buy
10,500
+1,035
+11% +$29K ﹤0.01% 1732
2018
Q3 		$296K Buy
9,465
+831
+10% +$26.9K ﹤0.01% 1810
2018
Q2 		$300K Buy
8,634
+484
+6% +$18.4K ﹤0.01% 1732
2018
Q1 		$331K Buy
8,150
+969
+13% +$40K ﹤0.01% 1596
2017
Q4 		$301K Buy
+7,181
New +$282K ﹤0.01% 1653

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 1-Year Est. Return

Cambridge Investment Research Advisors's LM Position: Q1 2020 in Review

Cambridge Investment Research Advisors sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 8,632 shares — an estimated $310K sold.

Cambridge Investment Research Advisors first reported a position in LM in Q4 2017 and held it in 9 quarters. The position peaked at $400K in Q2 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Cambridge Investment Research Advisors reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 8,632 Legg Mason, Inc. shares in Q1 2020, an estimated $310K.
  • Cambridge Investment Research Advisors first reported a position in Legg Mason, Inc. in Q4 2017 and held it in 9 quarters.
  • Cambridge Investment Research Advisors's Legg Mason, Inc. position peaked at $400K in Q2 2019.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2020, filed 8 May 2020.