SMFS
LM

Squar Milner Financial Services’s Legg Mason, Inc. LM Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-108
Closed -$5K – 798
2020
Q1 		$5K Hold
108
– – ﹤0.01% 606
2019
Q4 		$3K Buy
+108
New +$4.01K ﹤0.01% 722

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Squar Milner Financial Services's LM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 108 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in LM in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2020. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 108 Legg Mason, Inc. shares in Q2 2020, an estimated $5K.
  • Squar Milner Financial Services first reported a position in Legg Mason, Inc. in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Legg Mason, Inc. position peaked at $5K in Q1 2020.
  • 303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.