Mitsubishi UFJ Asset Management
LM

Mitsubishi UFJ Asset Management’s Legg Mason, Inc. LM Stock Holding History

Mitsubishi UFJ Asset 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
2016
Q4 		– Sell
-15,946
Closed -$534K – 842
2016
Q3 		$534K Buy
15,946
+1,008
+7% +$33.6K 0.01% 667
2016
Q2 		$441K Sell
14,938
-12,476
-46% -$404K 0.01% 686
2016
Q1 		$951K Buy
27,414
+918
+3% +$28.8K 0.03% 552
2015
Q4 		$1.04M Buy
26,496
+1,248
+5% +$53.4K 0.03% 510
2015
Q3 		$1.05M Sell
25,248
-473
-2% -$21.9K 0.03% 496
2015
Q2 		$1.32M Buy
25,721
+1,366
+6% +$73.6K 0.04% 458
2015
Q1 		$1.34M Buy
24,355
+3,921
+19% +$220K 0.04% 476
2014
Q4 		$1.1M Buy
20,434
+3,096
+18% +$163K 0.03% 515
2014
Q3 		$887K Sell
17,338
-952
-5% -$47.2K 0.03% 573
2014
Q2 		$938K Sell
18,290
-1,809
-9% -$87.2K 0.02% 580
2014
Q1 		$986K Sell
20,099
-527
-3% -$23.5K 0.03% 572
2013
Q4 		$899K Sell
20,626
-2,910
-12% -$113K 0.03% 583
2013
Q3 		$787K Sell
23,536
-1,364
-5% -$45.7K 0.02% 603
2013
Q2 		$772K Buy
+24,900
New +$814K 0.02% 600

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mitsubishi UFJ Asset Management's LM Position: Q4 2016 in Review

Mitsubishi UFJ Asset Management sold out of Legg Mason, Inc. (LM) in Q4 2016, closing a stake of 15,946 shares — an estimated $534K sold.

Mitsubishi UFJ Asset Management first reported a position in LM in Q2 2013 and held it in 14 quarters. The position peaked at $1.34M in Q1 2015. 311 funds tracked by Wall St. Rank hold LM as of Q4 2016.

  • Mitsubishi UFJ Asset Management reported no remaining Legg Mason, Inc. position as of Q4 2016 after selling out during the quarter.
  • Mitsubishi UFJ Asset Management sold 15,946 Legg Mason, Inc. shares in Q4 2016, an estimated $534K.
  • Mitsubishi UFJ Asset Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 14 quarters.
  • Mitsubishi UFJ Asset Management's Legg Mason, Inc. position peaked at $1.34M in Q1 2015.
  • 311 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2016.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q4 2016, filed 1 Feb 2017.