Placemark Investments’s Legg Mason, Inc. LM Stock Holding History

Placemark Investments’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 Q4	$263K	Buy	4,925 +1,008	+26%	+$53.2K	﹤0.01%	1455
2014 Q3	$201K	Buy	+3,917	New	+$194K	﹤0.01%	1572
2013 Q3	–	Sell	-6,983	Closed	-$217K	–	1620
2013 Q2	$217K	Buy	+6,983	New	+$228K	﹤0.01%	1413

Other funds holding LM

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Placemark Investments's LM Position: Q4 2014 in Review

Placemark Investments increased its Legg Mason, Inc. (LM) stake by 26% in Q4 2014, buying an estimated $53.2K and bringing the position to 4,925 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Placemark Investments first reported a position in LM in Q2 2013 and has held it in 3 quarters since. 377 funds tracked by Wall St. Rank hold LM as of Q4 2014.

Placemark Investments held 4,925 shares of Legg Mason, Inc. worth $263K as of Q4 2014.
Placemark Investments bought 1,008 Legg Mason, Inc. shares in Q4 2014, an estimated $53.2K.
Legg Mason, Inc. made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1455 holding.
Placemark Investments first reported a position in Legg Mason, Inc. in Q2 2013 and has held it in 3 quarters since.
377 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.