Commonwealth Equity Services’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,887
| Closed | -$641K | – | 3163 |
|
|
2020
Q2 | $641K | Buy |
12,887
+19
| +0.1% | +$944 | ﹤0.01% | 1713 |
|
|
2020
Q1 | $628K | Sell |
12,868
-1,463
| -10% | -$63.8K | ﹤0.01% | 1555 |
|
|
2019
Q4 | $514K | Buy |
14,331
+43
| +0.3% | +$1.6K | ﹤0.01% | 1896 |
|
|
2019
Q3 | $545K | Sell |
14,288
-1,010
| -7% | -$38.2K | ﹤0.01% | 1767 |
|
|
2019
Q2 | $585K | Buy |
15,298
+677
| +5% | +$23.4K | ﹤0.01% | 1686 |
|
|
2019
Q1 | $400K | Buy |
14,621
+915
| +7% | +$26.2K | ﹤0.01% | 1932 |
|
|
2018
Q4 | $349K | Sell |
13,706
-666
| -5% | -$18.7K | ﹤0.01% | 1915 |
|
|
2018
Q3 | $448K | Sell |
14,372
-621
| -4% | -$20.1K | ﹤0.01% | 1856 |
|
|
2018
Q2 | $521K | Buy |
14,993
+20
| +0.1% | +$759 | ﹤0.01% | 1710 |
|
|
2018
Q1 | $608K | Sell |
14,973
-6,095
| -29% | -$252K | ﹤0.01% | 1579 |
|
|
2017
Q4 | $884K | Sell |
21,068
-4,052
| -16% | -$159K | ﹤0.01% | 1302 |
|
|
2017
Q3 | $987K | Buy |
25,120
+1,296
| +5% | +$49.8K | 0.01% | 1195 |
|
|
2017
Q2 | $909K | Buy |
23,824
+8,179
| +52% | +$310K | 0.01% | 1192 |
|
|
2017
Q1 | $565K | Buy |
+15,645
| New | +$542K | ﹤0.01% | 1432 |
|
|
2015
Q4 | – | Sell |
-6,634
| Closed | -$276K | – | 2257 |
|
|
2015
Q3 | $276K | Sell |
6,634
-2,257
| -25% | -$105K | ﹤0.01% | 1602 |
|
|
2015
Q2 | $458K | Sell |
8,891
-960
| -10% | -$51.7K | ﹤0.01% | 1375 |
|
|
2015
Q1 | $544K | Sell |
9,851
-1,441
| -13% | -$80.9K | 0.01% | 1260 |
|
|
2014
Q4 | $603K | Sell |
11,292
-508
| -4% | -$26.8K | 0.01% | 1165 |
|
|
2014
Q3 | $604K | Buy |
11,800
+1,397
| +13% | +$69.3K | 0.01% | 1134 |
|
|
2014
Q2 | $534K | Buy |
10,403
+3,481
| +50% | +$168K | 0.01% | 1202 |
|
|
2014
Q1 | $339K | Sell |
6,922
-995
| -13% | -$44.3K | ﹤0.01% | 1393 |
|
|
2013
Q4 | $344K | Buy |
7,917
+762
| +11% | +$29.6K | 0.01% | 1356 |
|
|
2013
Q3 | $239K | Buy |
7,155
+77
| +1% | +$2.58K | ﹤0.01% | 1525 |
|
|
2013
Q2 | $219K | Buy |
+7,078
| New | +$231K | ﹤0.01% | 1506 |
|
Commonwealth Equity Services's LM Position: Q3 2020 in Review
Commonwealth Equity Services sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 12,887 shares — an estimated $641K sold.
Commonwealth Equity Services first reported a position in LM in Q2 2013 and held it in 24 quarters. The position peaked at $987K in Q3 2017. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Commonwealth Equity Services reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Commonwealth Equity Services sold 12,887 Legg Mason, Inc. shares in Q3 2020, an estimated $641K.
- Commonwealth Equity Services first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 24 quarters.
- Commonwealth Equity Services's Legg Mason, Inc. position peaked at $987K in Q3 2017.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Commonwealth Equity Services's 13F filing for Q3 2020, filed 5 Nov 2020.