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
-4,800
Closed -$183K – 3503
2017
Q2 		$183K Sell
4,800
-500
-9% -$18.9K ﹤0.01% 2278
2017
Q1 		$191K Buy
+5,300
New +$184K 0.01% 1928
2016
Q4 		– Sell
-700
Closed -$23K – 3349
2016
Q3 		$23K Buy
+700
New +$23.3K ﹤0.01% 2793
2015
Q4 		– Sell
-18,300
Closed -$761K – 4253
2015
Q3 		$761K Sell
18,300
-600
-3% -$27.8K 0.01% 1779
2015
Q2 		$974K Buy
+18,900
New +$1.02M 0.01% 1650
2015
Q1 		– Sell
-1,100
Closed -$59K – 4492
2014
Q4 		$59K Sell
1,100
-5,100
-82% -$269K ﹤0.01% 3398
2014
Q3 		$317K Sell
6,200
-76,300
-92% -$3.78M ﹤0.01% 2864
2014
Q2 		$4.23M Sell
82,500
-10,800
-12% -$521K 0.02% 1077
2014
Q1 		$4.58M Buy
93,300
+70,500
+309% +$3.14M 0.03% 899
2013
Q4 		$991K Buy
22,800
+20,300
+812% +$788K 0.01% 1986
2013
Q3 		$84K Sell
2,500
-5,100
-67% -$171K ﹤0.01% 3408
2013
Q2 		$236K Buy
+7,600
New +$248K ﹤0.01% 2937

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.