Sonora Investment Management’s Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 LMHB Stock Holding History

Sonora Investment Management’s Portfolio LMHB Stock Details LMHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-400	Closed	-$10K	–	1125
2021 Q1	$10K	Buy	+400	New	+$10K	﹤0.01%	1307

Other funds holding LMHB

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

CIA

CCM Investment Advisers Columbia, South Carolina $1.04B AUM 40.82% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Sonora Investment Management's LMHB Position: Q2 2021 in Review

Sonora Investment Management sold out of Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 (LMHB) in Q2 2021, closing a stake of 400 shares — an estimated $10K sold.

Sonora Investment Management first reported a position in LMHB in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 3 funds tracked by Wall St. Rank hold LMHB as of Q2 2021.

Sonora Investment Management reported no remaining Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 position as of Q2 2021 after selling out during the quarter.
Sonora Investment Management sold 400 Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 shares in Q2 2021, an estimated $10K.
Sonora Investment Management first reported a position in Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 in Q1 2021 and held it in 1 quarter.
Sonora Investment Management's Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 position peaked at $10K in Q1 2021.
3 funds tracked by Wall St. Rank held Legg Mason, Inc. 5.45% Junior Subordinated Notes due 2056 as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.