Lenox Wealth Advisors’s Legg Mason, Inc. LM Stock Holding History

Lenox Wealth Advisors’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 Q2	–	Sell	-1,039	Closed	-$51K	–	842
2020 Q1	$51K	Sell	1,039 -23,315	-96%	-$1.02M	0.01%	136
2019 Q4	$875K	Buy	24,354 +24,315	+62,346%	+$903K	0.14%	35
2019 Q3	$1K	Buy	+39	New	+$1.48K	﹤0.01%	613

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Lenox Wealth Advisors's LM Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 1,039 shares — an estimated $51K sold.

Lenox Wealth Advisors first reported a position in LM in Q3 2019 and held it in 3 quarters. The position peaked at $875K in Q4 2019. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

Lenox Wealth Advisors reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 1,039 Legg Mason, Inc. shares in Q2 2020, an estimated $51K.
Lenox Wealth Advisors first reported a position in Legg Mason, Inc. in Q3 2019 and held it in 3 quarters.
Lenox Wealth Advisors's Legg Mason, Inc. position peaked at $875K in Q4 2019.
303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.