CIBC Asset Management
LM

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

CIBC 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
2016
Q4 		– Sell
-8,839
Closed -$296K – 997
2016
Q3 		$296K Sell
8,839
-2,706
-23% -$90.1K ﹤0.01% 782
2016
Q2 		$340K Buy
11,545
+104
+0.9% +$3.37K ﹤0.01% 741
2016
Q1 		$397K Buy
11,441
+500
+5% +$15.7K ﹤0.01% 715
2015
Q4 		$429K Buy
10,941
+335
+3% +$14.3K ﹤0.01% 707
2015
Q3 		$441K Buy
10,606
+41
+0.4% +$1.9K ﹤0.01% 696
2015
Q2 		$544K Buy
10,565
+577
+6% +$31.1K ﹤0.01% 687
2015
Q1 		$551K Sell
9,988
-1,749
-15% -$98.2K ﹤0.01% 687
2014
Q4 		$626K Sell
11,737
-3,222
-22% -$170K ﹤0.01% 654
2014
Q3 		$765K Buy
14,959
+18
+0.1% +$893 ﹤0.01% 629
2014
Q2 		$767K Sell
14,941
-452
-3% -$21.8K ﹤0.01% 624
2014
Q1 		$755K Buy
15,393
+470
+3% +$20.9K ﹤0.01% 635
2013
Q4 		$649K Sell
14,923
-2,094
-12% -$81.2K ﹤0.01% 638
2013
Q3 		$569K Buy
17,017
+50
+0.3% +$1.68K ﹤0.01% 632
2013
Q2 		$526K Buy
+16,967
New +$555K ﹤0.01% 639

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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

CIBC Asset Management's LM Position: Q4 2016 in Review

CIBC Asset Management sold out of Legg Mason, Inc. (LM) in Q4 2016, closing a stake of 8,839 shares — an estimated $296K sold.

CIBC Asset Management first reported a position in LM in Q2 2013 and held it in 14 quarters. The position peaked at $767K in Q2 2014. 311 funds tracked by Wall St. Rank hold LM as of Q4 2016.

  • CIBC Asset Management reported no remaining Legg Mason, Inc. position as of Q4 2016 after selling out during the quarter.
  • CIBC Asset Management sold 8,839 Legg Mason, Inc. shares in Q4 2016, an estimated $296K.
  • CIBC Asset Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 14 quarters.
  • CIBC Asset Management's Legg Mason, Inc. position peaked at $767K in Q2 2014.
  • 311 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2016.

Based on CIBC Asset Management's 13F filing for Q4 2016, filed 8 Feb 2017.