SCM
LM

Stux Capital Management’s Legg Mason, Inc. LM Stock Holding History

Stux Capital Management’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
2014
Q2 		$528K Buy
10,300
+5,100
+98% +$246K 0.07% 308
2014
Q1 		$255K Sell
5,200
-1,300
-20% -$57.9K 0.03% 383
2013
Q4 		$283K Buy
+6,500
New +$252K 0.03% 347

Other funds holding LM

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stux Capital Management's LM Position: Q2 2014 in Review

Stux Capital Management increased its Legg Mason, Inc. (LM) stake by 98% in Q2 2014, buying an estimated $246K and bringing the position to 10,300 shares worth $528K. The position accounts for 0.07% of the portfolio, ranked #308.

Stux Capital Management first reported a position in LM in Q4 2013 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold LM as of Q2 2014.

  • Stux Capital Management held 10,300 shares of Legg Mason, Inc. worth $528K as of Q2 2014.
  • Stux Capital Management bought 5,100 Legg Mason, Inc. shares in Q2 2014, an estimated $246K.
  • Legg Mason, Inc. made up 0.07% of Stux Capital Management's portfolio in Q2 2014, its #308 holding.
  • Stux Capital Management first reported a position in Legg Mason, Inc. in Q4 2013 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.