SSG
LM

Summit Securities Group’s Legg Mason, Inc. LM Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-1,816
Closed -$761K – 627
2013
Q4 		$761K Buy
+1,816
New +$70.4K 0.13% 84

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Summit Securities Group's LM Position: Q1 2014 in Review

Summit Securities Group sold out of Legg Mason, Inc. (LM) in Q1 2014, closing a stake of 176,500 shares — an estimated $7.67M sold.

Summit Securities Group first reported a position in LM in Q4 2013 and held it in 1 quarter. The position peaked at $7.67M in Q4 2013. 346 funds tracked by Wall St. Rank hold LM as of Q1 2014.

  • Summit Securities Group reported no remaining Legg Mason, Inc. position as of Q1 2014 after selling out during the quarter.
  • Summit Securities Group sold 176,500 Legg Mason, Inc. shares in Q1 2014, an estimated $7.67M.
  • Summit Securities Group first reported a position in Legg Mason, Inc. in Q4 2013 and held it in 1 quarter.
  • Summit Securities Group's Legg Mason, Inc. position peaked at $7.67M in Q4 2013.
  • 346 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2014.

Based on Summit Securities Group's 13F filing for Q1 2014, filed 17 Apr 2014.