Guardian Investor Services’s Legg Mason, Inc. LM Stock Holding History

Guardian Investor Services’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	$38K	Sell	685 -19	-3%	-$1.07K	0.03%	473
2014 Q4	$38K	Sell	704 -25	-3%	-$1.32K	0.03%	468
2014 Q3	$37K	Sell	729 -67	-8%	-$3.32K	0.03%	471
2014 Q2	$41K	Sell	796 -42	-5%	-$2.02K	0.03%	469
2014 Q1	$41K	Sell	838 -33	-4%	-$1.47K	0.03%	462
2013 Q4	$38K	Sell	871 -23	-3%	-$892	0.03%	465
2013 Q3	$30K	Sell	894 -39	-4%	-$1.31K	0.03%	481
2013 Q2	$29K	Buy	+933	New	+$30.5K	0.02%	482

Other funds holding LM

TFM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Guardian Investor Services's LM Position: Q1 2015 in Review

Guardian Investor Services reduced its Legg Mason, Inc. (LM) stake by 2.7% in Q1 2015, selling an estimated $1.07K and leaving 685 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #473.

Guardian Investor Services first reported a position in LM in Q2 2013 and has held it in 8 quarters since. The position peaked at $41K in Q2 2014. 374 funds tracked by Wall St. Rank hold LM as of Q1 2015.

Guardian Investor Services held 685 shares of Legg Mason, Inc. worth $38K as of Q1 2015.
Guardian Investor Services sold 19 Legg Mason, Inc. shares in Q1 2015, an estimated $1.07K.
Legg Mason, Inc. made up 0.03% of Guardian Investor Services's portfolio in Q1 2015, its #473 holding.
Guardian Investor Services first reported a position in Legg Mason, Inc. in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Legg Mason, Inc. position peaked at $41K in Q2 2014.
374 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.