SCA
LM

Secor Capital Advisors’s Legg Mason, Inc. LM Stock Holding History

Secor Capital Advisors’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
2015
Q3 		– Sell
-5,695
Closed -$293K – 656
2015
Q2 		$293K Buy
+5,695
New +$307K 0.1% 303

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
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
Dimensional Fund Advisors
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Secor Capital Advisors's LM Position: Q3 2015 in Review

Secor Capital Advisors sold out of Legg Mason, Inc. (LM) in Q3 2015, closing a stake of 5,695 shares — an estimated $293K sold.

Secor Capital Advisors first reported a position in LM in Q2 2015 and held it in 1 quarter. The position peaked at $293K in Q2 2015. 366 funds tracked by Wall St. Rank hold LM as of Q3 2015.

  • Secor Capital Advisors reported no remaining Legg Mason, Inc. position as of Q3 2015 after selling out during the quarter.
  • Secor Capital Advisors sold 5,695 Legg Mason, Inc. shares in Q3 2015, an estimated $293K.
  • Secor Capital Advisors first reported a position in Legg Mason, Inc. in Q2 2015 and held it in 1 quarter.
  • Secor Capital Advisors's Legg Mason, Inc. position peaked at $293K in Q2 2015.
  • 366 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2015.

Based on Secor Capital Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.