IPC
LM

Independent Portfolio Consultants’s Legg Mason, Inc. LM Stock Holding History

Independent Portfolio Consultants’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
Q4 		– Sell
-1,320
Closed -$55K – 822
2015
Q3 		$55K Buy
1,320
+160
+14% +$7.41K 0.01% 570
2015
Q2 		$60K Buy
+1,160
New +$62.5K 0.01% 600

Other funds holding LM

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Independent Portfolio Consultants's LM Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of Legg Mason, Inc. (LM) in Q4 2015, closing a stake of 1,320 shares — an estimated $55K sold.

Independent Portfolio Consultants first reported a position in LM in Q2 2015 and held it in 2 quarters. The position peaked at $60K in Q2 2015. 381 funds tracked by Wall St. Rank hold LM as of Q4 2015.

  • Independent Portfolio Consultants reported no remaining Legg Mason, Inc. position as of Q4 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,320 Legg Mason, Inc. shares in Q4 2015, an estimated $55K.
  • Independent Portfolio Consultants first reported a position in Legg Mason, Inc. in Q2 2015 and held it in 2 quarters.
  • Independent Portfolio Consultants's Legg Mason, Inc. position peaked at $60K in Q2 2015.
  • 381 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.