Marvin & Palmer Associates’s Legg Mason, Inc. LM Stock Holding History

Marvin & Palmer Associates’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 Q2	–	Sell	-32,300	Closed	-$1.79M	–	64
2015 Q1	$1.79M	Sell	32,300 -468	-1%	-$26.3K	1.55%	31
2014 Q4	$1.75M	Sell	32,768 -2,552	-7%	-$135K	1.78%	25
2014 Q3	$1.81M	Sell	35,320 -9,575	-21%	-$475K	1.84%	20
2014 Q2	$2.3M	Buy	+44,895	New	+$2.16M	2%	15

Other funds holding LM

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 $1.56T AUM 27.86% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Marvin & Palmer Associates's LM Position: Q2 2015 in Review

Marvin & Palmer Associates sold out of Legg Mason, Inc. (LM) in Q2 2015, closing a stake of 32,300 shares — an estimated $1.79M sold.

Marvin & Palmer Associates first reported a position in LM in Q2 2014 and held it in 4 quarters. The position peaked at $2.3M in Q2 2014. 390 funds tracked by Wall St. Rank hold LM as of Q2 2015.

Marvin & Palmer Associates reported no remaining Legg Mason, Inc. position as of Q2 2015 after selling out during the quarter.
Marvin & Palmer Associates sold 32,300 Legg Mason, Inc. shares in Q2 2015, an estimated $1.79M.
Marvin & Palmer Associates first reported a position in Legg Mason, Inc. in Q2 2014 and held it in 4 quarters.
Marvin & Palmer Associates's Legg Mason, Inc. position peaked at $2.3M in Q2 2014.
390 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2015.

Based on Marvin & Palmer Associates's 13F filing for Q2 2015, filed 12 Aug 2015.