FTCM
LM

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

First Trust 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
2020
Q3 		– Sell
-683,384
Closed -$34M – 134
2020
Q2 		$34M Buy
683,384
+483,915
+243% +$24M 10.77% 4
2020
Q1 		$9.74M Buy
+199,469
New +$8.7M 5.01% 7

First Trust Capital Management's LM Position: Q3 2020 in Review

First Trust Capital Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 683,384 shares — an estimated $34M sold.

First Trust Capital Management first reported a position in LM in Q1 2020 and held it in 2 quarters. The position peaked at $34M in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • First Trust Capital Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • First Trust Capital Management sold 683,384 Legg Mason, Inc. shares in Q3 2020, an estimated $34M.
  • First Trust Capital Management first reported a position in Legg Mason, Inc. in Q1 2020 and held it in 2 quarters.
  • First Trust Capital Management's Legg Mason, Inc. position peaked at $34M in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on First Trust Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.