MYIA
LM

Mount Yale Investment Advisors’s Legg Mason, Inc. LM Stock Holding History

Mount Yale Investment Advisors’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
2020
Q1 		– Sell
-5,908
Closed -$231K – 343
2019
Q4 		$231K Buy
+5,908
New +$219K 0.04% 300
2018
Q4 		– Sell
-2,407
Closed -$70K – 895
2018
Q3 		$70K Buy
2,407
+24
+1% +$776 0.01% 543
2018
Q2 		$83K Buy
+2,383
New +$90.4K 0.02% 523

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mount Yale Investment Advisors's LM Position: Q1 2020 in Review

Mount Yale Investment Advisors sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 5,908 shares — an estimated $231K sold.

Mount Yale Investment Advisors first reported a position in LM in Q2 2018 and held it in 3 quarters. The position peaked at $231K in Q4 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • Mount Yale Investment Advisors reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,908 Legg Mason, Inc. shares in Q1 2020, an estimated $231K.
  • Mount Yale Investment Advisors first reported a position in Legg Mason, Inc. in Q2 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Legg Mason, Inc. position peaked at $231K in Q4 2019.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2020, filed 4 May 2020.