M&R Capital Management’s Legg Mason, Inc. LM Stock Holding History

M&R Capital Management’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	-469	Closed	-$22K	–	499
2020 Q1	$22K	Hold	469	–	–	0.01%	300
2019 Q4	$16K	Hold	469	–	–	﹤0.01%	357
2019 Q3	$17K	Hold	469	–	–	﹤0.01%	372
2019 Q2	$17K	Hold	469	–	–	﹤0.01%	377
2019 Q1	$15K	Hold	469	–	–	﹤0.01%	385
2018 Q4	$11K	Hold	469	–	–	﹤0.01%	407
2018 Q3	$14K	Hold	469	–	–	﹤0.01%	414
2018 Q2	$16K	Hold	469	–	–	﹤0.01%	400
2018 Q1	$19K	Hold	469	–	–	﹤0.01%	388
2017 Q4	$19K	Sell	469 -100	-18%	-$3.93K	﹤0.01%	390
2017 Q3	$22K	Hold	569	–	–	0.01%	378
2017 Q2	$21K	Hold	569	–	–	0.01%	379
2017 Q1	$20K	Hold	569	–	–	0.01%	380
2016 Q4	$17K	Sell	569 -774	-58%	-$24.3K	﹤0.01%	388
2016 Q3	$44K	Hold	1,343	–	–	0.01%	294
2016 Q2	$39K	Buy	+1,343	New	+$43.5K	0.01%	305

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

M&R Capital Management's LM Position: Q2 2020 in Review

M&R Capital Management sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 469 shares — an estimated $22K sold.

M&R Capital Management first reported a position in LM in Q2 2016 and held it in 16 quarters. The position peaked at $44K in Q3 2016. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

M&R Capital Management reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
M&R Capital Management sold 469 Legg Mason, Inc. shares in Q2 2020, an estimated $22K.
M&R Capital Management first reported a position in Legg Mason, Inc. in Q2 2016 and held it in 16 quarters.
M&R Capital Management's Legg Mason, Inc. position peaked at $44K in Q3 2016.
303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on M&R Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.