SFFS
LM

Stonehage Fleming Financial Services’s Legg Mason, Inc. LM Stock Holding History

Stonehage Fleming 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
2015
Q1 		– Sell
-400
Closed -$21K – 176
2014
Q4 		$21K Buy
+400
New +$21.1K ﹤0.01% 159

Other funds holding LM

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Stonehage Fleming Financial Services's LM Position: Q1 2015 in Review

Stonehage Fleming Financial Services sold out of Legg Mason, Inc. (LM) in Q1 2015, closing a stake of 400 shares — an estimated $21K sold.

Stonehage Fleming Financial Services first reported a position in LM in Q4 2014 and held it in 1 quarter. The position peaked at $21K in Q4 2014. 374 funds tracked by Wall St. Rank hold LM as of Q1 2015.

  • Stonehage Fleming Financial Services reported no remaining Legg Mason, Inc. position as of Q1 2015 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 400 Legg Mason, Inc. shares in Q1 2015, an estimated $21K.
  • Stonehage Fleming Financial Services first reported a position in Legg Mason, Inc. in Q4 2014 and held it in 1 quarter.
  • Stonehage Fleming Financial Services's Legg Mason, Inc. position peaked at $21K in Q4 2014.
  • 374 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2015.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2015, filed 11 Oct 2019.