Sun Life Financial’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-428
| Closed | -$15K | – | 645 |
|
|
2018
Q2 | $15K | Buy |
+428
| New | +$15K | ﹤0.01% | 613 |
|
|
2016
Q4 | – | Sell |
-4,796
| Closed | -$161K | – | 521 |
|
|
2016
Q3 | $161K | Sell |
4,796
-7,010
| -59% | -$235K | 0.02% | 78 |
|
|
2016
Q2 | $348K | Sell |
11,806
-7,319
| -38% | -$216K | 0.04% | 95 |
|
|
2016
Q1 | $663 | Sell |
19,125
-6,950
| -27% | -$241 | ﹤0.01% | 125 |
|
|
2015
Q4 | $1.02M | Sell |
26,075
-8,447
| -24% | -$331K | 0.14% | 63 |
|
|
2015
Q3 | $1.44M | Sell |
34,522
-19,047
| -36% | -$792K | 0.31% | 51 |
|
|
2015
Q2 | $2.76M | Hold |
53,569
| – | – | 0.29% | 41 |
|
|
2015
Q1 | $2.96M | Sell |
53,569
-11,646
| -18% | -$643K | 0.31% | 36 |
|
|
2014
Q4 | $3.48M | Sell |
65,215
-9,147
| -12% | -$488K | 0.36% | 36 |
|
|
2014
Q3 | $3.8M | Sell |
74,362
-16,464
| -18% | -$842K | 0.4% | 35 |
|
|
2014
Q2 | $4.66M | Sell |
90,826
-8,802
| -9% | -$452K | 0.48% | 30 |
|
|
2014
Q1 | $4.89M | Sell |
99,628
-47,444
| -32% | -$2.33M | 0.49% | 36 |
|
|
2013
Q4 | $6.4M | Sell |
147,072
-42,601
| -22% | -$1.85M | 0.57% | 44 |
|
|
2013
Q3 | $6.34M | Sell |
189,673
-11,306
| -6% | -$378K | 0.57% | 53 |
|
|
2013
Q2 | $6.23M | Buy |
+200,979
| New | +$6.23M | 0.53% | 56 |
|