Columbia Partners Investment Management’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-24,957
| Closed | -$735K | – | 371 |
|
2016
Q2 | $735K | Sell |
24,957
-60,895
| -71% | -$1.79M | 0.05% | 319 |
|
2016
Q1 | $2.98M | Buy |
85,852
+66,599
| +346% | +$2.31M | 0.21% | 135 |
|
2015
Q4 | $755K | Buy |
19,253
+639
| +3% | +$25.1K | 0.05% | 312 |
|
2015
Q3 | $774K | Buy |
18,614
+11,928
| +178% | +$496K | 0.05% | 305 |
|
2015
Q2 | $344K | Buy |
+6,686
| New | +$344K | 0.02% | 318 |
|
2014
Q2 | – | Sell |
-18,762
| Closed | -$920K | – | 375 |
|
2014
Q1 | $920K | Buy |
+18,762
| New | +$920K | 0.04% | 277 |
|