G
LM

GlobalBridge’s Legg Mason, Inc. LM Stock Holding History

GlobalBridge’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
2014
Q1 		$471K Buy
9,599
+293
+3% +$13K 0.22% 173
2013
Q4 		$405K Buy
9,306
+1,254
+16% +$48.6K 0.2% 177
2013
Q3 		$269K Buy
8,052
+156
+2% +$5.22K 0.14% 233
2013
Q2 		$245K Buy
+7,896
New +$258K 0.13% 254

Other funds holding LM

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GlobalBridge's LM Position: Q1 2014 in Review

GlobalBridge increased its Legg Mason, Inc. (LM) stake by 3.1% in Q1 2014, buying an estimated $13K and bringing the position to 9,599 shares worth $471K. The position accounts for 0.22% of the portfolio, ranked #173.

GlobalBridge first reported a position in LM in Q2 2013 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold LM as of Q1 2014.

  • GlobalBridge held 9,599 shares of Legg Mason, Inc. worth $471K as of Q1 2014.
  • GlobalBridge bought 293 Legg Mason, Inc. shares in Q1 2014, an estimated $13K.
  • Legg Mason, Inc. made up 0.22% of GlobalBridge's portfolio in Q1 2014, its #173 holding.
  • GlobalBridge first reported a position in Legg Mason, Inc. in Q2 2013 and has held it in 4 quarters since.
  • 346 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.