CFGS
LM

Concourse Financial Group Securities’s Legg Mason, Inc. LM Stock Holding History

Concourse Financial Group Securities’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
2020
Q1 		– Sell
-66
Closed -$2.88K – 2374
2019
Q4 		$2K Buy
+66
New +$2.45K ﹤0.01% 1963
2019
Q3 		– Sell
-66
Closed -$2.5K – 2265
2019
Q2 		$3K Sell
66
-33
-33% -$1.14K ﹤0.01% 1949
2019
Q1 		$2K Sell
99
-33
-25% -$946 ﹤0.01% 2098
2018
Q4 		$3K Hold
132
– – ﹤0.01% 1873
2018
Q3 		$4K Buy
+132
New +$4.27K ﹤0.01% 1484

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Concourse Financial Group Securities's LM Position: Q1 2020 in Review

Concourse Financial Group Securities sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 66 shares — an estimated $2.88K sold.

Concourse Financial Group Securities first reported a position in LM in Q3 2018 and held it in 5 quarters. The position peaked at $4K in Q3 2018. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Concourse Financial Group Securities reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Concourse Financial Group Securities sold 66 Legg Mason, Inc. shares in Q1 2020, an estimated $2.88K.
  • Concourse Financial Group Securities first reported a position in Legg Mason, Inc. in Q3 2018 and held it in 5 quarters.
  • Concourse Financial Group Securities's Legg Mason, Inc. position peaked at $4K in Q3 2018.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Concourse Financial Group Securities's 13F filing for Q1 2020, filed 13 May 2020.