Lombard Odier Asset Management (Switzerland)’s Legg Mason, Inc. LM Stock Holding History

Lombard Odier Asset Management (Switzerland)’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 Q4	–	Sell	-9,947	Closed	-$511K	–	763
2014 Q3	$511K	Buy	9,947 +7,800	+363%	+$387K	0.01%	683
2014 Q2	$110K	Buy	+2,147	New	+$104K	0.01%	497

Other funds holding LM

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s LM Position: Q4 2014 in Review

Lombard Odier Asset Management (Switzerland) sold out of Legg Mason, Inc. (LM) in Q4 2014, closing a stake of 9,947 shares — an estimated $511K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in LM in Q2 2014 and held it in 2 quarters. The position peaked at $511K in Q3 2014. 377 funds tracked by Wall St. Rank hold LM as of Q4 2014.

Lombard Odier Asset Management (Switzerland) reported no remaining Legg Mason, Inc. position as of Q4 2014 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 9,947 Legg Mason, Inc. shares in Q4 2014, an estimated $511K.
Lombard Odier Asset Management (Switzerland) first reported a position in Legg Mason, Inc. in Q2 2014 and held it in 2 quarters.
Lombard Odier Asset Management (Switzerland)'s Legg Mason, Inc. position peaked at $511K in Q3 2014.
377 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2014.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q4 2014, filed 17 Feb 2015.