Institute for Wealth Management’s Legg Mason, Inc. LM Stock Holding History

Institute for Wealth Management’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	-4,367	Closed	-$217K	–	454
2020 Q2	$217K	Hold	4,367	–	–	0.05%	385
2020 Q1	$213K	Buy	+4,367	New	+$191K	0.07%	358
2018 Q1	–	Sell	-6,013	Closed	-$250K	–	415
2017 Q4	$250K	Buy	+6,013	New	+$236K	0.06%	328
2017 Q3	–	Sell	-5,815	Closed	-$224K	–	411
2017 Q2	$224K	Buy	+5,815	New	+$220K	0.06%	357

Institute for Wealth Management's LM Position: Q3 2020 in Review

Institute for Wealth Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 4,367 shares — an estimated $217K sold.

Institute for Wealth Management first reported a position in LM in Q2 2017 and held it in 4 quarters. The position peaked at $250K in Q4 2017. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

Institute for Wealth Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
Institute for Wealth Management sold 4,367 Legg Mason, Inc. shares in Q3 2020, an estimated $217K.
Institute for Wealth Management first reported a position in Legg Mason, Inc. in Q2 2017 and held it in 4 quarters.
Institute for Wealth Management's Legg Mason, Inc. position peaked at $250K in Q4 2017.
0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.