SEI Trust Company’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $3.06M | Buy |
59,812
+6,800
| +13% | +$348K | 0.03% | 525 |
|
2014
Q2 | $2.72M | Sell |
53,012
-4,355
| -8% | -$223K | 0.03% | 568 |
|
2014
Q1 | $2.81M | Buy |
57,367
+13,430
| +31% | +$659K | 0.03% | 565 |
|
2013
Q4 | $1.91M | Buy |
43,937
+13,787
| +46% | +$599K | 0.02% | 705 |
|
2013
Q3 | $1.01M | Buy |
+30,150
| New | +$1.01M | 0.01% | 870 |
|