M&T Bank
LM

M&T Bank’s Legg Mason, Inc. LM Stock Holding History

M&T Bank’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
2016
Q2 		– Sell
-9,114
Closed -$316K – 1792
2016
Q1 		$316K Sell
9,114
-2,146
-19% -$67.3K ﹤0.01% 1249
2015
Q4 		$442K Sell
11,260
-1,119
-9% -$47.9K ﹤0.01% 1119
2015
Q3 		$514K Buy
12,379
+1,974
+19% +$91.4K ﹤0.01% 1052
2015
Q2 		$536K Hold
10,405
– – ﹤0.01% 1173
2015
Q1 		$574K Sell
10,405
-1,070
-9% -$60K ﹤0.01% 1116
2014
Q4 		$613K Buy
11,475
+36
+0.3% +$1.9K ﹤0.01% 1098
2014
Q3 		$586K Buy
11,439
+5,614
+96% +$278K ﹤0.01% 1158
2014
Q2 		$298K Buy
5,825
+1,450
+33% +$69.9K 0.01% 453
2014
Q1 		$215K Buy
4,375
+4,075
+1,358% +$181K 0.01% 495
2013
Q4 		$13K Sell
300
-69
-19% -$2.68K ﹤0.01% 878
2013
Q3 		$13K Sell
369
-1
-0.3% -$33 ﹤0.01% 817
2013
Q2 		$11K Buy
+370
New +$12.1K ﹤0.01% 831

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

M&T Bank's LM Position: Q2 2016 in Review

M&T Bank sold out of Legg Mason, Inc. (LM) in Q2 2016, closing a stake of 9,114 shares — an estimated $316K sold.

M&T Bank first reported a position in LM in Q2 2013 and held it in 12 quarters. The position peaked at $613K in Q4 2014. 325 funds tracked by Wall St. Rank hold LM as of Q2 2016.

  • M&T Bank reported no remaining Legg Mason, Inc. position as of Q2 2016 after selling out during the quarter.
  • M&T Bank sold 9,114 Legg Mason, Inc. shares in Q2 2016, an estimated $316K.
  • M&T Bank first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 12 quarters.
  • M&T Bank's Legg Mason, Inc. position peaked at $613K in Q4 2014.
  • 325 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2016.

Based on M&T Bank's 13F filing for Q2 2016, filed 4 Aug 2016.