PWPCM
LM

Perella Weinberg Partners Capital Management’s Legg Mason, Inc. LM Stock Holding History

Perella Weinberg Partners Capital 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
2013
Q3 		– Sell
-6,720
Closed -$208K – 272
2013
Q2 		$208K Buy
+6,720
New +$220K 0.01% 267

Other funds holding LM

LTI
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T. Rowe Price Associates
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TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Perella Weinberg Partners Capital Management's LM Position: Q3 2013 in Review

Perella Weinberg Partners Capital Management sold out of Legg Mason, Inc. (LM) in Q3 2013, closing a stake of 6,720 shares — an estimated $208K sold.

Perella Weinberg Partners Capital Management first reported a position in LM in Q2 2013 and held it in 1 quarter. The position peaked at $208K in Q2 2013. 339 funds tracked by Wall St. Rank hold LM as of Q3 2013.

  • Perella Weinberg Partners Capital Management reported no remaining Legg Mason, Inc. position as of Q3 2013 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 6,720 Legg Mason, Inc. shares in Q3 2013, an estimated $208K.
  • Perella Weinberg Partners Capital Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 1 quarter.
  • Perella Weinberg Partners Capital Management's Legg Mason, Inc. position peaked at $208K in Q2 2013.
  • 339 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2013.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.