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

Financial Sense 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
2020 Q1	–	Sell	-70,218	Closed	-$2.52M	–	109
2019 Q4	$2.52M	Sell	70,218 -1,760	-2%	-$65.3K	0.93%	24
2019 Q3	$2.75M	Hold	71,978	–	–	1.33%	15
2019 Q2	$2.75M	Sell	71,978 -8,823	-11%	-$305K	1.21%	17
2019 Q1	$2.21M	Buy	80,801 +22,603	+39%	+$648K	0.98%	20
2018 Q4	$1.49M	Sell	58,198 -65,542	-53%	-$1.84M	0.94%	17
2018 Q3	$3.86M	Buy	123,740 +7,435	+6%	+$240K	1.63%	16
2018 Q2	$4.04M	Sell	116,305 -87	-0.1%	-$3.3K	2.82%	10
2018 Q1	$4.73M	Buy	116,392 +17,586	+18%	+$726K	2.29%	11
2017 Q4	$4.15M	Buy	98,806 +3,849	+4%	+$151K	1.92%	14
2017 Q3	$3.73M	Sell	94,957 -3,164	-3%	-$122K	1.92%	14
2017 Q2	$3.74M	Sell	98,121 -732	-0.7%	-$27.7K	1.96%	12
2017 Q1	$3.57M	Buy	+98,853	New	+$3.42M	2.14%	17

Other funds holding LM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Financial Sense Advisors's LM Position: Q1 2020 in Review

Financial Sense Advisors sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 70,218 shares — an estimated $2.52M sold.

Financial Sense Advisors first reported a position in LM in Q1 2017 and held it in 12 quarters. The position peaked at $4.73M in Q1 2018. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

Financial Sense Advisors reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
Financial Sense Advisors sold 70,218 Legg Mason, Inc. shares in Q1 2020, an estimated $2.52M.
Financial Sense Advisors first reported a position in Legg Mason, Inc. in Q1 2017 and held it in 12 quarters.
Financial Sense Advisors's Legg Mason, Inc. position peaked at $4.73M in Q1 2018.
320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Financial Sense Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.