GIM
LM

Greystone Investment Management’s Legg Mason, Inc. LM Stock Holding History

Greystone Investment 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
2014
Q2 		– Sell
-8,550
Closed -$419K – 61
2014
Q1 		$419K Hold
8,550
– – 0.16% 39
2013
Q4 		$372K Hold
8,550
– – 0.15% 39
2013
Q3 		$286K Buy
+8,550
New +$286K 0.12% 42

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Greystone Investment Management's LM Position: Q2 2014 in Review

Greystone Investment Management sold out of Legg Mason, Inc. (LM) in Q2 2014, closing a stake of 8,550 shares — an estimated $419K sold.

Greystone Investment Management first reported a position in LM in Q3 2013 and held it in 3 quarters. The position peaked at $419K in Q1 2014. 352 funds tracked by Wall St. Rank hold LM as of Q2 2014.

  • Greystone Investment Management reported no remaining Legg Mason, Inc. position as of Q2 2014 after selling out during the quarter.
  • Greystone Investment Management sold 8,550 Legg Mason, Inc. shares in Q2 2014, an estimated $419K.
  • Greystone Investment Management first reported a position in Legg Mason, Inc. in Q3 2013 and held it in 3 quarters.
  • Greystone Investment Management's Legg Mason, Inc. position peaked at $419K in Q1 2014.
  • 352 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2014.

Based on Greystone Investment Management's 13F filing for Q2 2014, filed 1 Aug 2014.