LSC
LM

Lesa Sroufe & Co’s Legg Mason, Inc. LM Stock Holding History

Lesa Sroufe & Co’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
2014
Q1 		– Sell
-187,517
Closed -$8.15M – 45
2013
Q4 		$8.15M Sell
187,517
-2,416
-1% -$93.7K 4.44% 8
2013
Q3 		$6.35M Buy
189,933
+2,788
+1% +$93.4K 3.68% 11
2013
Q2 		$5.8M Buy
+187,145
New +$6.12M 3.35% 13

Other funds holding LM

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lesa Sroufe & Co's LM Position: Q1 2014 in Review

Lesa Sroufe & Co sold out of Legg Mason, Inc. (LM) in Q1 2014, closing a stake of 187,517 shares — an estimated $8.15M sold.

Lesa Sroufe & Co first reported a position in LM in Q2 2013 and held it in 3 quarters. The position peaked at $8.15M in Q4 2013. 346 funds tracked by Wall St. Rank hold LM as of Q1 2014.

  • Lesa Sroufe & Co reported no remaining Legg Mason, Inc. position as of Q1 2014 after selling out during the quarter.
  • Lesa Sroufe & Co sold 187,517 Legg Mason, Inc. shares in Q1 2014, an estimated $8.15M.
  • Lesa Sroufe & Co first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 3 quarters.
  • Lesa Sroufe & Co's Legg Mason, Inc. position peaked at $8.15M in Q4 2013.
  • 346 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2014.

Based on Lesa Sroufe & Co's 13F filing for Q1 2014, filed 30 Apr 2014.