CIBC Private Wealth Group
LM

CIBC Private Wealth Group’s Legg Mason, Inc. LM Stock Holding History

CIBC Private Wealth Group’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
2018
Q3 		– Sell
-141
Closed -$5K – 1892
2018
Q2 		$5K Sell
141
-26
-16% -$986 ﹤0.01% 1739
2018
Q1 		$7K Buy
+167
New +$6.89K ﹤0.01% 1615

Other funds holding LM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CIBC Private Wealth Group's LM Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Legg Mason, Inc. (LM) in Q3 2018, closing a stake of 141 shares — an estimated $5K sold.

CIBC Private Wealth Group first reported a position in LM in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 337 funds tracked by Wall St. Rank hold LM as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Legg Mason, Inc. position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 141 Legg Mason, Inc. shares in Q3 2018, an estimated $5K.
  • CIBC Private Wealth Group first reported a position in Legg Mason, Inc. in Q1 2018 and held it in 2 quarters.
  • CIBC Private Wealth Group's Legg Mason, Inc. position peaked at $7K in Q1 2018.
  • 337 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.