Old Mutual Customised Solutions’s Legg Mason, Inc. LM Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$90K	Hold	2,600	–	–	0.01%	700
2018 Q1	$106K	Hold	2,600	–	–	0.01%	658
2017 Q4	$109K	Hold	2,600	–	–	0.01%	651
2017 Q3	$102K	Hold	2,600	–	–	0.01%	675
2017 Q2	$99K	Hold	2,600	–	–	0.01%	657
2017 Q1	$94K	Hold	2,600	–	–	0.01%	672
2016 Q4	$78K	Hold	2,600	–	–	0.01%	700
2016 Q3	$87K	Hold	2,600	–	–	0.03%	602
2016 Q2	$77K	Sell	2,600 -1,600	-38%	-$51.9K	0.02%	642
2016 Q1	$146K	Hold	4,200	–	–	0.04%	514
2015 Q4	$165K	Hold	4,200	–	–	0.04%	456
2015 Q3	$175K	Hold	4,200	–	–	0.05%	441
2015 Q2	$216K	Hold	4,200	–	–	0.05%	432
2015 Q1	$232K	Buy	4,200 +1,100	+35%	+$61.7K	0.06%	415
2014 Q4	$165K	Buy	3,100 +500	+19%	+$26.4K	0.05%	462
2014 Q3	$133K	Hold	2,600	–	–	0.04%	483
2014 Q2	$133K	Hold	2,600	–	–	0.03%	542
2014 Q1	$128K	Hold	2,600	–	–	0.03%	542
2013 Q4	$113K	Hold	2,600	–	–	0.03%	559
2013 Q3	$87K	Hold	2,600	–	–	0.02%	624
2013 Q2	$81K	Buy	+2,600	New	+$85K	0.02%	646

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Old Mutual Customised Solutions's LM Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Legg Mason, Inc. (LM) position steady in Q2 2018 at 2,600 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #700.

Old Mutual Customised Solutions first reported a position in LM in Q2 2013 and has held it in 21 quarters since. The position peaked at $232K in Q1 2015. 370 funds tracked by Wall St. Rank hold LM as of Q2 2018.

Old Mutual Customised Solutions held 2,600 shares of Legg Mason, Inc. worth $90K as of Q2 2018.
Old Mutual Customised Solutions left its Legg Mason, Inc. share count unchanged in Q2 2018.
Legg Mason, Inc. made up 0.01% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #700 holding.
Old Mutual Customised Solutions first reported a position in Legg Mason, Inc. in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Legg Mason, Inc. position peaked at $232K in Q1 2015.
370 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.