RNS
LM

Robert N. Shapiro’s Legg Mason, Inc. LM Stock Holding History

Robert N. Shapiro’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 		$75K Buy
1,371
+805
+142% +$42.5K 0.02% 396
2014
Q3 		$27K Buy
+566
New +$28.1K 0.01% 589

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Robert N. Shapiro's LM Position: Q4 2014 in Review

Robert N. Shapiro increased its Legg Mason, Inc. (LM) stake by 142% in Q4 2014, buying an estimated $42.5K and bringing the position to 1,371 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #396.

Robert N. Shapiro first reported a position in LM in Q3 2014 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold LM as of Q4 2014.

  • Robert N. Shapiro held 1,371 shares of Legg Mason, Inc. worth $75K as of Q4 2014.
  • Robert N. Shapiro bought 805 Legg Mason, Inc. shares in Q4 2014, an estimated $42.5K.
  • Legg Mason, Inc. made up 0.02% of Robert N. Shapiro's portfolio in Q4 2014, its #396 holding.
  • Robert N. Shapiro first reported a position in Legg Mason, Inc. in Q3 2014 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.