LM
SMTA

Legg Mason’s Spirit MTA REIT Common Shares of Beneficial Interest SMTA Stock Holding History

Legg Mason’s Portfolio SMTA Stock Details SMTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-464
Closed -$1K – 28
2019
Q4 		$1K Hold
464
– – 0.07% 28
2019
Q3 		$4K Hold
464
– – 0.3% 28
2019
Q2 		$4K Hold
464
– – 0.3% 29
2019
Q1 		$4K Hold
464
– – 0.3% 29
2018
Q4 		$4K Hold
464
– – 0.34% 30
2018
Q3 		$6K Buy
+464
New +$4.93K 0.36% 33

Other funds holding SMTA

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Legg Mason's SMTA Position: Q1 2020 in Review

Legg Mason sold out of Spirit MTA REIT Common Shares of Beneficial Interest (SMTA) in Q1 2020, closing a stake of 464 shares — an estimated $1K sold.

Legg Mason first reported a position in SMTA in Q3 2018 and held it in 6 quarters. The position peaked at $6K in Q3 2018. 2 funds tracked by Wall St. Rank hold SMTA as of Q1 2020.

  • Legg Mason reported no remaining Spirit MTA REIT Common Shares of Beneficial Interest position as of Q1 2020 after selling out during the quarter.
  • Legg Mason sold 464 Spirit MTA REIT Common Shares of Beneficial Interest shares in Q1 2020, an estimated $1K.
  • Legg Mason first reported a position in Spirit MTA REIT Common Shares of Beneficial Interest in Q3 2018 and held it in 6 quarters.
  • Legg Mason's Spirit MTA REIT Common Shares of Beneficial Interest position peaked at $6K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Spirit MTA REIT Common Shares of Beneficial Interest as of Q1 2020.

Based on Legg Mason's 13F filing for Q1 2020, filed 15 May 2020.