FA
LM

FDx Advisors’s Legg Mason, Inc. LM Stock Holding History

FDx Advisors’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
-5,383
Closed -$287K – 1952
2014
Q4 		$287K Sell
5,383
-2,425
-31% -$128K 0.02% 736
2014
Q3 		$399K Sell
7,808
-7
-0.1% -$347 0.03% 669
2014
Q2 		$401K Buy
+7,815
New +$377K 0.03% 666

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

FDx Advisors's LM Position: Q1 2015 in Review

FDx Advisors sold out of Legg Mason, Inc. (LM) in Q1 2015, closing a stake of 5,383 shares — an estimated $287K sold.

FDx Advisors first reported a position in LM in Q2 2014 and held it in 3 quarters. The position peaked at $401K in Q2 2014. 374 funds tracked by Wall St. Rank hold LM as of Q1 2015.

  • FDx Advisors reported no remaining Legg Mason, Inc. position as of Q1 2015 after selling out during the quarter.
  • FDx Advisors sold 5,383 Legg Mason, Inc. shares in Q1 2015, an estimated $287K.
  • FDx Advisors first reported a position in Legg Mason, Inc. in Q2 2014 and held it in 3 quarters.
  • FDx Advisors's Legg Mason, Inc. position peaked at $401K in Q2 2014.
  • 374 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2015.

Based on FDx Advisors's 13F filing for Q1 2015, filed 15 May 2015.