Sarbit Advisory Services’s Legg Mason, Inc. LM Stock Holding History

Sarbit Advisory Services’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 Q1	–	Sell	-32,100	Closed	-$1.58M	–	40
2013 Q4	$1.58M	Hold	32,100	–	–	0.15%	27
2013 Q3	$1.14M	Buy	32,100 +5,000	+18%	+$167K	0.17%	21
2013 Q2	$883K	Buy	+27,100	New	+$886K	0.14%	15

Other funds holding LM

TFM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Sarbit Advisory Services's LM Position: Q1 2014 in Review

Sarbit Advisory Services sold out of Legg Mason, Inc. (LM) in Q1 2014, closing a stake of 32,100 shares — an estimated $1.58M sold.

Sarbit Advisory Services first reported a position in LM in Q2 2013 and held it in 3 quarters. The position peaked at $1.58M in Q4 2013. 346 funds tracked by Wall St. Rank hold LM as of Q1 2014.

Sarbit Advisory Services reported no remaining Legg Mason, Inc. position as of Q1 2014 after selling out during the quarter.
Sarbit Advisory Services sold 32,100 Legg Mason, Inc. shares in Q1 2014, an estimated $1.58M.
Sarbit Advisory Services first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 3 quarters.
Sarbit Advisory Services's Legg Mason, Inc. position peaked at $1.58M in Q4 2013.
346 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2014.

Based on Sarbit Advisory Services's 13F filing for Q1 2014, filed 15 May 2014.