CIBC World Market
LM

CIBC World Market’s Legg Mason, Inc. LM Stock Holding History

CIBC World Market’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
2017
Q3 		– Sell
-6,868
Closed -$262K – 1136
2017
Q2 		$262K Buy
6,868
+805
+13% +$30.5K ﹤0.01% 1011
2017
Q1 		$219K Buy
+6,063
New +$210K ﹤0.01% 918

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
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC World Market's LM Position: Q3 2017 in Review

CIBC World Market sold out of Legg Mason, Inc. (LM) in Q3 2017, closing a stake of 6,868 shares — an estimated $262K sold.

CIBC World Market first reported a position in LM in Q1 2017 and held it in 2 quarters. The position peaked at $262K in Q2 2017. 303 funds tracked by Wall St. Rank hold LM as of Q3 2017.

  • CIBC World Market reported no remaining Legg Mason, Inc. position as of Q3 2017 after selling out during the quarter.
  • CIBC World Market sold 6,868 Legg Mason, Inc. shares in Q3 2017, an estimated $262K.
  • CIBC World Market first reported a position in Legg Mason, Inc. in Q1 2017 and held it in 2 quarters.
  • CIBC World Market's Legg Mason, Inc. position peaked at $262K in Q2 2017.
  • 303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2017.

Based on CIBC World Market's 13F filing for Q3 2017, filed 13 Nov 2017.