IMA Advisory Services’s Legg Mason, Inc. LM Stock Holding History

IMA Advisory 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
2020 Q3	–	Sell	-1,905	Closed	-$95K	–	311
2020 Q2	$95K	Hold	1,905	–	–	0.03%	131
2020 Q1	$93K	Hold	1,905	–	–	0.04%	127
2019 Q4	$68K	Hold	1,905	–	–	0.03%	142
2019 Q3	$73K	Hold	1,905	–	–	0.03%	140
2019 Q2	$73K	Hold	1,905	–	–	0.03%	139
2019 Q1	$52K	Hold	1,905	–	–	0.02%	152
2018 Q4	$49K	Hold	1,905	–	–	0.02%	159
2018 Q3	$59K	Hold	1,905	–	–	0.02%	151
2018 Q2	$66K	Buy	+1,905	New	+$72.3K	0.03%	153

IMA Advisory Services's LM Position: Q3 2020 in Review

IMA Advisory Services sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 1,905 shares — an estimated $95K sold.

IMA Advisory Services first reported a position in LM in Q2 2018 and held it in 9 quarters. The position peaked at $95K in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

IMA Advisory Services reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
IMA Advisory Services sold 1,905 Legg Mason, Inc. shares in Q3 2020, an estimated $95K.
IMA Advisory Services first reported a position in Legg Mason, Inc. in Q2 2018 and held it in 9 quarters.
IMA Advisory Services's Legg Mason, Inc. position peaked at $95K in Q2 2020.
0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on IMA Advisory Services's 13F filing for Q3 2020, filed 16 Nov 2020.