MWAN
LM

Mariner Wealth Advisors (NYC)’s Legg Mason, Inc. LM Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015
Q1 		$0 Buy
+6
New +$337 ﹤0.01% 758

Other funds holding LM

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s LM Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Legg Mason, Inc. (LM) in Q1 2015: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings.

374 funds tracked by Wall St. Rank hold LM as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 6 shares of Legg Mason, Inc. worth $0 as of Q1 2015.
  • Legg Mason, Inc. was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Legg Mason, Inc. made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #758 holding.
  • 374 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.