Shelton Capital Management’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,916
| Closed | -$245K | – | 812 |
|
|
2020
Q2 | $245K | Sell |
4,916
-236
| -5% | -$11.7K | 0.01% | 518 |
|
|
2020
Q1 | $252K | Buy |
+5,152
| New | +$225K | 0.02% | 462 |
|
|
2019
Q4 | – | Sell |
-6,044
| Closed | -$231K | – | 885 |
|
|
2019
Q3 | $231K | Hold |
6,044
| – | – | 0.01% | 675 |
|
|
2019
Q2 | $231K | Buy |
+6,044
| New | +$209K | 0.01% | 698 |
|
|
2018
Q3 | – | Sell |
-6,044
| Closed | -$210K | – | 948 |
|
|
2018
Q2 | $210K | Hold |
6,044
| – | – | 0.01% | 774 |
|
|
2018
Q1 | $246K | Sell |
6,044
-896
| -13% | -$37K | 0.02% | 667 |
|
|
2017
Q4 | $291K | Sell |
6,940
-400
| -5% | -$15.7K | 0.02% | 593 |
|
|
2017
Q3 | $289K | Sell |
7,340
-3,000
| -29% | -$115K | 0.02% | 587 |
|
|
2017
Q2 | $395K | Sell |
10,340
-23,200
| -69% | -$879K | 0.03% | 440 |
|
|
2017
Q1 | $1.21M | Buy |
+33,540
| New | +$1.16M | 0.08% | 200 |
|
Shelton Capital Management's LM Position: Q3 2020 in Review
Shelton Capital Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 4,916 shares — an estimated $245K sold.
Shelton Capital Management first reported a position in LM in Q1 2017 and held it in 10 quarters. The position peaked at $1.21M in Q1 2017. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Shelton Capital Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Shelton Capital Management sold 4,916 Legg Mason, Inc. shares in Q3 2020, an estimated $245K.
- Shelton Capital Management first reported a position in Legg Mason, Inc. in Q1 2017 and held it in 10 quarters.
- Shelton Capital Management's Legg Mason, Inc. position peaked at $1.21M in Q1 2017.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Shelton Capital Management's 13F filing for Q3 2020, filed 9 Nov 2020.