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

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.