Simplex Trading’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 |
-50
| Closed | -$248K | – | 8961 |
|
|
2020
Q2 | $248K | Sell |
50
-2
| -4% | -$99 | ﹤0.01% | 3758 |
|
|
2020
Q1 | $254K | Sell |
52
-6
| -10% | -$262 | ﹤0.01% | 3318 |
|
|
2019
Q4 | $208K | Sell |
58
-112
| -66% | -$4.16K | ﹤0.01% | 3710 |
|
|
2019
Q3 | $649K | Sell |
170
-25
| -13% | -$946 | ﹤0.01% | 2348 |
|
|
2019
Q2 | $746K | Buy |
195
+183
| +1,525% | +$6.32K | ﹤0.01% | 2184 |
|
|
2019
Q1 | $32K | Sell |
12
-116
| -91% | -$3.33K | ﹤0.01% | 5377 |
|
|
2018
Q4 | $326K | Buy |
128
+24
| +23% | +$672 | ﹤0.01% | 2636 |
|
|
2018
Q3 | $324K | Sell |
104
-6
| -5% | -$194 | ﹤0.01% | 3079 |
|
|
2018
Q2 | $382K | Sell |
110
-24
| -18% | -$911 | ﹤0.01% | 2740 |
|
|
2018
Q1 | $31K | Buy |
134
+29
| +28% | +$1.2K | ﹤0.01% | 2925 |
|
|
2017
Q4 | $29K | Sell |
105
-9
| -8% | -$353 | ﹤0.01% | 2972 |
|
|
2017
Q3 | $27K | Buy |
114
+78
| +217% | +$3K | ﹤0.01% | 2903 |
|
|
2017
Q2 | $11K | Sell |
36
-89
| -71% | -$3.37K | ﹤0.01% | 3933 |
|
|
2017
Q1 | $20K | Buy |
125
+67
| +116% | +$2.32K | ﹤0.01% | 3280 |
|
|
2016
Q4 | $6K | Buy |
58
+25
| +76% | +$785 | ﹤0.01% | 4264 |
|
|
2016
Q3 | $2K | Buy |
+33
| New | +$1.1K | ﹤0.01% | 5127 |
|
|
2016
Q2 | – | Sell |
-30
| Closed | -$15K | – | 6737 |
|
|
2016
Q1 | $15K | Buy |
+30
| New | +$941 | ﹤0.01% | 3098 |
|
|
2015
Q4 | – | Sell |
-81
| Closed | -$3K | – | 6460 |
|
|
2015
Q3 | $3K | Buy |
+81
| New | +$3.75K | ﹤0.01% | 4477 |
|
|
2015
Q1 | – | Sell |
-9
| Closed | -$4K | – | 5901 |
|
|
2014
Q4 | $4K | Buy |
+9
| New | +$475 | ﹤0.01% | 3339 |
|
Simplex Trading's LM Position: Q3 2020 in Review
Simplex Trading sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 4,800 shares — an estimated $238K sold.
Simplex Trading first reported a position in LM in Q1 2015 and held it in 14 quarters. The position peaked at $1.28M in Q4 2018. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Simplex Trading reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Simplex Trading sold 4,800 Legg Mason, Inc. shares in Q3 2020, an estimated $238K.
- Simplex Trading first reported a position in Legg Mason, Inc. in Q1 2015 and held it in 14 quarters.
- Simplex Trading's Legg Mason, Inc. position peaked at $1.28M in Q4 2018.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Simplex Trading's 13F filing for Q3 2020, filed 14 Oct 2020.