PWAG
LM

Polaris Wealth Advisory Group’s Legg Mason, Inc. LM Stock Holding History

Polaris Wealth Advisory Group’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
Q3 		– Sell
-9,210
Closed -$473K – 82
2014
Q2 		$473K Buy
9,210
+390
+4% +$18.8K 0.11% 55
2014
Q1 		$433K Buy
+8,820
New +$393K 0.1% 56

Other funds holding LM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Polaris Wealth Advisory Group's LM Position: Q3 2014 in Review

Polaris Wealth Advisory Group sold out of Legg Mason, Inc. (LM) in Q3 2014, closing a stake of 9,210 shares — an estimated $473K sold.

Polaris Wealth Advisory Group first reported a position in LM in Q1 2014 and held it in 2 quarters. The position peaked at $473K in Q2 2014. 366 funds tracked by Wall St. Rank hold LM as of Q3 2014.

  • Polaris Wealth Advisory Group reported no remaining Legg Mason, Inc. position as of Q3 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 9,210 Legg Mason, Inc. shares in Q3 2014, an estimated $473K.
  • Polaris Wealth Advisory Group first reported a position in Legg Mason, Inc. in Q1 2014 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Legg Mason, Inc. position peaked at $473K in Q2 2014.
  • 366 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2014, filed 30 Oct 2014.