Index Management Solutions’s Legg Mason, Inc. LM Stock Holding History

Index Management Solutions’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 Q3	$3K	Buy	+83	New	+$3.85K	﹤0.01%	691
2015 Q2	–	Sell	-278	Closed	-$15K	–	815
2015 Q1	$15K	Sell	278 -982	-78%	-$55.1K	0.01%	483
2014 Q4	$67K	Sell	1,260 -3,041	-71%	-$160K	0.01%	332
2014 Q3	$220K	Sell	4,301 -177	-4%	-$8.78K	0.03%	601
2014 Q2	$230K	Buy	4,478 +2,542	+131%	+$123K	0.03%	562
2014 Q1	$95K	Buy	1,936 +337	+21%	+$15K	0.02%	481
2013 Q4	$70K	Buy	1,599 +184	+13%	+$7.14K	0.02%	347
2013 Q3	$47K	Buy	+1,415	New	+$47.4K	0.01%	484

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Index Management Solutions's LM Position: Q3 2015 in Review

Index Management Solutions opened a new position in Legg Mason, Inc. (LM) in Q3 2015: 83 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Index Management Solutions previously reported a position in LM as recently as Q1 2015.

Index Management Solutions first reported a position in LM in Q3 2013 and has held it in 8 quarters since. The position peaked at $230K in Q2 2014. 366 funds tracked by Wall St. Rank hold LM as of Q3 2015.

Index Management Solutions held 83 shares of Legg Mason, Inc. worth $3K as of Q3 2015.
Legg Mason, Inc. was a new Index Management Solutions position in Q3 2015.
Legg Mason, Inc. made up ﹤0.01% of Index Management Solutions's portfolio in Q3 2015, its #691 holding.
Index Management Solutions first reported a position in Legg Mason, Inc. in Q3 2013 and has held it in 8 quarters since.
Index Management Solutions's Legg Mason, Inc. position peaked at $230K in Q2 2014.
366 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.