Northwestern Mutual Wealth Management’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,048
| Closed | -$52K | – | 2754 |
|
|
2020
Q2 | $52K | Hold |
1,048
| – | – | ﹤0.01% | 1427 |
|
|
2020
Q1 | $51K | Sell |
1,048
-5
| -0.5% | -$218 | ﹤0.01% | 1378 |
|
|
2019
Q4 | $38K | Sell |
1,053
-2,609
| -71% | -$96.9K | ﹤0.01% | 1561 |
|
|
2019
Q3 | $140K | Buy |
3,662
+2,610
| +248% | +$98.8K | ﹤0.01% | 1027 |
|
|
2019
Q2 | $40K | Sell |
1,052
-38
| -3% | -$1.31K | ﹤0.01% | 1479 |
|
|
2019
Q1 | $30K | Buy |
1,090
+63
| +6% | +$1.81K | ﹤0.01% | 1564 |
|
|
2018
Q4 | $26K | Sell |
1,027
-435
| -30% | -$12.2K | ﹤0.01% | 1510 |
|
|
2018
Q3 | $46K | Sell |
1,462
-388
| -21% | -$12.5K | ﹤0.01% | 1349 |
|
|
2018
Q2 | $64K | Sell |
1,850
-172
| -9% | -$6.53K | ﹤0.01% | 1147 |
|
|
2018
Q1 | $82K | Sell |
2,022
-740
| -27% | -$30.5K | ﹤0.01% | 1024 |
|
|
2017
Q4 | $116K | Sell |
2,762
-459
| -14% | -$18K | ﹤0.01% | 886 |
|
|
2017
Q3 | $127K | Sell |
3,221
-1,400
| -30% | -$53.8K | ﹤0.01% | 825 |
|
|
2017
Q2 | $176K | Hold |
4,621
| – | – | ﹤0.01% | 709 |
|
|
2017
Q1 | $167K | Hold |
4,621
| – | – | ﹤0.01% | 691 |
|
|
2016
Q4 | $138K | Buy |
+4,621
| New | +$145K | ﹤0.01% | 736 |
|
|
2016
Q3 | – | Sell |
-6,419
| Closed | -$189K | – | 1757 |
|
|
2016
Q2 | $189K | Sell |
6,419
-474
| -7% | -$15.4K | ﹤0.01% | 600 |
|
|
2016
Q1 | $239K | Buy |
6,893
+614
| +10% | +$19.3K | ﹤0.01% | 529 |
|
|
2015
Q4 | $246K | Buy |
6,279
+3,567
| +132% | +$153K | ﹤0.01% | 479 |
|
|
2015
Q3 | $113K | Hold |
2,712
| – | – | ﹤0.01% | 560 |
|
|
2015
Q2 | $140K | Hold |
2,712
| – | – | ﹤0.01% | 497 |
|
|
2015
Q1 | $150K | Hold |
2,712
| – | – | ﹤0.01% | 473 |
|
|
2014
Q4 | $145K | Buy |
2,712
+115
| +4% | +$6.07K | ﹤0.01% | 462 |
|
|
2014
Q3 | $133K | Buy |
2,597
+1,385
| +114% | +$68.7K | ﹤0.01% | 460 |
|
|
2014
Q2 | $62K | Hold |
1,212
| – | – | ﹤0.01% | 569 |
|
|
2014
Q1 | $59K | Hold |
1,212
| – | – | ﹤0.01% | 580 |
|
|
2013
Q4 | $53K | Hold |
1,212
| – | – | ﹤0.01% | 591 |
|
|
2013
Q3 | $41K | Sell |
1,212
-18
| -1% | -$603 | ﹤0.01% | 597 |
|
|
2013
Q2 | $38K | Buy |
+1,230
| New | +$40.2K | ﹤0.01% | 593 |
|
Northwestern Mutual Wealth Management's LM Position: Q3 2020 in Review
Northwestern Mutual Wealth Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 1,048 shares — an estimated $52K sold.
Northwestern Mutual Wealth Management first reported a position in LM in Q2 2013 and held it in 28 quarters. The position peaked at $246K in Q4 2015. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Northwestern Mutual Wealth Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Northwestern Mutual Wealth Management sold 1,048 Legg Mason, Inc. shares in Q3 2020, an estimated $52K.
- Northwestern Mutual Wealth Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 28 quarters.
- Northwestern Mutual Wealth Management's Legg Mason, Inc. position peaked at $246K in Q4 2015.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.