DWM
LM

Destination Wealth Management’s Legg Mason, Inc. LM Stock Holding History

Destination Wealth Management’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
2015
Q3 		– Sell
-34,489
Closed -$1.78M – 234
2015
Q2 		$1.78M Buy
+34,489
New +$1.86M 0.12% 107

Other funds holding LM

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Destination Wealth Management's LM Position: Q3 2015 in Review

Destination Wealth Management sold out of Legg Mason, Inc. (LM) in Q3 2015, closing a stake of 34,489 shares — an estimated $1.78M sold.

Destination Wealth Management first reported a position in LM in Q2 2015 and held it in 1 quarter. The position peaked at $1.78M in Q2 2015. 366 funds tracked by Wall St. Rank hold LM as of Q3 2015.

  • Destination Wealth Management reported no remaining Legg Mason, Inc. position as of Q3 2015 after selling out during the quarter.
  • Destination Wealth Management sold 34,489 Legg Mason, Inc. shares in Q3 2015, an estimated $1.78M.
  • Destination Wealth Management first reported a position in Legg Mason, Inc. in Q2 2015 and held it in 1 quarter.
  • Destination Wealth Management's Legg Mason, Inc. position peaked at $1.78M in Q2 2015.
  • 366 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2015.

Based on Destination Wealth Management's 13F filing for Q3 2015, filed 30 Oct 2015.