DF Dent & Co’s Legg Mason, Inc. LM Stock Holding History

DF Dent & Co’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
2014 Q1	–	Sell	-5,426	Closed	-$236K	–	241
2013 Q4	$236K	Buy	+5,426	New	+$210K	0.01%	227

Other funds holding LM

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DF Dent & Co's LM Position: Q1 2014 in Review

DF Dent & Co sold out of Legg Mason, Inc. (LM) in Q1 2014, closing a stake of 5,426 shares — an estimated $236K sold.

DF Dent & Co first reported a position in LM in Q4 2013 and held it in 1 quarter. The position peaked at $236K in Q4 2013. 346 funds tracked by Wall St. Rank hold LM as of Q1 2014.

DF Dent & Co reported no remaining Legg Mason, Inc. position as of Q1 2014 after selling out during the quarter.
DF Dent & Co sold 5,426 Legg Mason, Inc. shares in Q1 2014, an estimated $236K.
DF Dent & Co first reported a position in Legg Mason, Inc. in Q4 2013 and held it in 1 quarter.
DF Dent & Co's Legg Mason, Inc. position peaked at $236K in Q4 2013.
346 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2014.

Based on DF Dent & Co's 13F filing for Q1 2014, filed 16 Apr 2014.