ST
LM

Spot Trading’s Legg Mason, Inc. LM Stock Holding History

Spot Trading’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
2017
Q3 		– Sell
-8
Closed – – 3504
2017
Q2 		$0 Sell
8
-1,226
-99% -$46.4K ﹤0.01% 3573
2017
Q1 		$45K Buy
+1,234
New +$42.8K ﹤0.01% 2522
2016
Q4 		– Sell
-6,159
Closed -$206K – 3350
2016
Q3 		$206K Buy
+6,159
New +$205K ﹤0.01% 2071
2016
Q2 		– Sell
-3,381
Closed -$117K – 3993
2016
Q1 		$117K Buy
+3,381
New +$106K ﹤0.01% 2495
2015
Q4 		– Sell
-1,392
Closed -$58K – 4254
2015
Q3 		$58K Buy
1,392
+1,342
+2,684% +$62.2K ﹤0.01% 3245
2015
Q2 		$3K Sell
50
-2,968
-98% -$160K ﹤0.01% 3703
2015
Q1 		$167K Sell
3,018
-12,573
-81% -$706K ﹤0.01% 2859
2014
Q4 		$832K Buy
15,591
+10,411
+201% +$549K 0.01% 2009
2014
Q3 		$265K Buy
+5,180
New +$257K ﹤0.01% 2995
2014
Q1 		– Sell
-70,341
Closed -$3.13M – 4641
2013
Q4 		$3.06M Buy
70,341
+51,751
+278% +$2.01M 0.02% 1225
2013
Q3 		$622K Sell
18,590
-32,545
-64% -$1.09M ﹤0.01% 2280
2013
Q2 		$1.59M Buy
+51,135
New +$1.67M 0.01% 1558

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Spot Trading's LM Position: Q3 2017 in Review

Spot Trading sold out of Legg Mason, Inc. (LM) in Q3 2017, closing a stake of 8 shares.

Spot Trading first reported a position in LM in Q2 2013 and held it in 12 quarters. The position peaked at $3.06M in Q4 2013. 303 funds tracked by Wall St. Rank hold LM as of Q3 2017.

  • Spot Trading reported no remaining Legg Mason, Inc. position as of Q3 2017 after selling out during the quarter.
  • Spot Trading sold 8 Legg Mason, Inc. shares in Q3 2017.
  • Spot Trading first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 12 quarters.
  • Spot Trading's Legg Mason, Inc. position peaked at $3.06M in Q4 2013.
  • 303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.