EPM
LM

Equitec Proprietary Markets’s Legg Mason, Inc. LM Stock Holding History

Equitec Proprietary Markets’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
Q1 		– Sell
-907
Closed -$48K – 581
2014
Q4 		$48K Buy
+907
New +$47.9K ﹤0.01% 593

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Equitec Proprietary Markets's LM Position: Q1 2015 in Review

Equitec Proprietary Markets sold out of Legg Mason, Inc. (LM) in Q1 2015, closing a stake of 907 shares — an estimated $48K sold.

Equitec Proprietary Markets first reported a position in LM in Q4 2014 and held it in 1 quarter. The position peaked at $48K in Q4 2014. 374 funds tracked by Wall St. Rank hold LM as of Q1 2015.

  • Equitec Proprietary Markets reported no remaining Legg Mason, Inc. position as of Q1 2015 after selling out during the quarter.
  • Equitec Proprietary Markets sold 907 Legg Mason, Inc. shares in Q1 2015, an estimated $48K.
  • Equitec Proprietary Markets first reported a position in Legg Mason, Inc. in Q4 2014 and held it in 1 quarter.
  • Equitec Proprietary Markets's Legg Mason, Inc. position peaked at $48K in Q4 2014.
  • 374 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2015.

Based on Equitec Proprietary Markets's 13F filing for Q1 2015, filed 7 May 2015.