HWG Holdings’s Legg Mason, Inc. LM Stock Holding History

HWG Holdings’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	–	Sell	-23,066	Closed	-$1M	–	56
2013 Q4	$1M	Buy	+23,066	New	+$895K	0.65%	22

Other funds holding LM

TFM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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 New York $544B AUM 28.31% 1-Year Est. Return

HWG Holdings's LM Position: Q1 2014 in Review

HWG Holdings sold out of Legg Mason, Inc. (LM) in Q1 2014, closing a stake of 23,066 shares — an estimated $1M sold.

HWG Holdings first reported a position in LM in Q4 2013 and held it in 1 quarter. The position peaked at $1M in Q4 2013. 346 funds tracked by Wall St. Rank hold LM as of Q1 2014.

HWG Holdings reported no remaining Legg Mason, Inc. position as of Q1 2014 after selling out during the quarter.
HWG Holdings sold 23,066 Legg Mason, Inc. shares in Q1 2014, an estimated $1M.
HWG Holdings first reported a position in Legg Mason, Inc. in Q4 2013 and held it in 1 quarter.
HWG Holdings's Legg Mason, Inc. position peaked at $1M in Q4 2013.
346 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2014.

Based on HWG Holdings's 13F filing for Q1 2014, filed 14 Apr 2014.