ECM
LM

ETrade Capital Management’s Legg Mason, Inc. LM Stock Holding History

ETrade Capital 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
2018
Q4 		– Sell
-12,600
Closed -$393K – 849
2018
Q3 		$393K Buy
12,600
+73
+0.6% +$2.36K 0.01% 601
2018
Q2 		$435K Buy
12,527
+758
+6% +$28.8K 0.01% 556
2018
Q1 		$478K Sell
11,769
-1,416
-11% -$58.4K 0.02% 527
2017
Q4 		$554K Buy
13,185
+405
+3% +$15.9K 0.02% 477
2017
Q3 		$502K Sell
12,780
-5,147
-29% -$198K 0.02% 469
2017
Q2 		$684K Buy
17,927
+8,227
+85% +$312K 0.03% 399
2017
Q1 		$350K Buy
+9,700
New +$336K 0.01% 495

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ETrade Capital Management's LM Position: Q4 2018 in Review

ETrade Capital Management sold out of Legg Mason, Inc. (LM) in Q4 2018, closing a stake of 12,600 shares — an estimated $393K sold.

ETrade Capital Management first reported a position in LM in Q1 2017 and held it in 7 quarters. The position peaked at $684K in Q2 2017. 316 funds tracked by Wall St. Rank hold LM as of Q4 2018.

  • ETrade Capital Management reported no remaining Legg Mason, Inc. position as of Q4 2018 after selling out during the quarter.
  • ETrade Capital Management sold 12,600 Legg Mason, Inc. shares in Q4 2018, an estimated $393K.
  • ETrade Capital Management first reported a position in Legg Mason, Inc. in Q1 2017 and held it in 7 quarters.
  • ETrade Capital Management's Legg Mason, Inc. position peaked at $684K in Q2 2017.
  • 316 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2018.

Based on ETrade Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.