MFG
LM

MidWestOne Financial Group’s Legg Mason, Inc. LM Stock Holding History

MidWestOne Financial Group’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
2019
Q3 		– Sell
-5,290
Closed -$203K – 263
2019
Q2 		$203K Buy
+5,290
New +$183K 0.06% 250

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

MidWestOne Financial Group's LM Position: Q3 2019 in Review

MidWestOne Financial Group sold out of Legg Mason, Inc. (LM) in Q3 2019, closing a stake of 5,290 shares — an estimated $203K sold.

MidWestOne Financial Group first reported a position in LM in Q2 2019 and held it in 1 quarter. The position peaked at $203K in Q2 2019. 329 funds tracked by Wall St. Rank hold LM as of Q3 2019.

  • MidWestOne Financial Group reported no remaining Legg Mason, Inc. position as of Q3 2019 after selling out during the quarter.
  • MidWestOne Financial Group sold 5,290 Legg Mason, Inc. shares in Q3 2019, an estimated $203K.
  • MidWestOne Financial Group first reported a position in Legg Mason, Inc. in Q2 2019 and held it in 1 quarter.
  • MidWestOne Financial Group's Legg Mason, Inc. position peaked at $203K in Q2 2019.
  • 329 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2019.

Based on MidWestOne Financial Group's 13F filing for Q3 2019, filed 14 Nov 2019.