MUMSS
LM

Mitsubishi UFJ Morgan Stanley Securities’s Legg Mason, Inc. LM Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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
2014
Q2 		– Sell
-240
Closed -$12K – 301
2014
Q1 		$12K Buy
+240
New +$10.7K 0.03% 189

Other funds holding LM

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's LM Position: Q2 2014 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Legg Mason, Inc. (LM) in Q2 2014, closing a stake of 240 shares — an estimated $12K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in LM in Q1 2014 and held it in 1 quarter. The position peaked at $12K in Q1 2014. 352 funds tracked by Wall St. Rank hold LM as of Q2 2014.

  • Mitsubishi UFJ Morgan Stanley Securities reported no remaining Legg Mason, Inc. position as of Q2 2014 after selling out during the quarter.
  • Mitsubishi UFJ Morgan Stanley Securities sold 240 Legg Mason, Inc. shares in Q2 2014, an estimated $12K.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in Legg Mason, Inc. in Q1 2014 and held it in 1 quarter.
  • Mitsubishi UFJ Morgan Stanley Securities's Legg Mason, Inc. position peaked at $12K in Q1 2014.
  • 352 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2014.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2014, filed 4 Aug 2014.