TG
LM

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

TCW 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
2018
Q3 		– Sell
-11,783
Closed -$409K – 364
2018
Q2 		$409K Hold
11,783
– – ﹤0.01% 309
2018
Q1 		$479K Sell
11,783
-3,500
-23% -$144K ﹤0.01% 311
2017
Q4 		$642K Sell
15,283
-3,860
-20% -$152K 0.01% 309
2017
Q3 		$753K Hold
19,143
– – 0.01% 308
2017
Q2 		$730K Hold
19,143
– – 0.01% 317
2017
Q1 		$691K Hold
19,143
– – 0.01% 329
2016
Q4 		$573K Sell
19,143
-5,851
-23% -$184K ﹤0.01% 605
2016
Q3 		$837K Buy
24,994
+12,350
+98% +$411K 0.01% 521
2016
Q2 		$373K Buy
+12,644
New +$410K ﹤0.01% 643
2015
Q2 		– Sell
-27,900
Closed -$1.54M – 737
2015
Q1 		$1.54M Sell
27,900
-250
-0.9% -$14K 0.01% 663
2014
Q4 		$1.5M Sell
28,150
-21,800
-44% -$1.15M 0.01% 656
2014
Q3 		$2.56M Sell
49,950
-1,500
-3% -$74.4K 0.01% 634
2014
Q2 		$2.64M Sell
51,450
-600
-1% -$28.9K 0.01% 632
2014
Q1 		$2.55M Sell
52,050
-450
-0.9% -$20K 0.01% 629
2013
Q4 		$2.28M Sell
52,500
-1,150
-2% -$44.6K 0.01% 649
2013
Q3 		$1.79M Sell
53,650
-1,050
-2% -$35.2K 0.01% 675
2013
Q2 		$1.7M Buy
+54,700
New +$1.79M 0.01% 654

Other funds holding LM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TCW Group's LM Position: Q3 2018 in Review

TCW Group sold out of Legg Mason, Inc. (LM) in Q3 2018, closing a stake of 11,783 shares — an estimated $409K sold.

TCW Group first reported a position in LM in Q2 2013 and held it in 17 quarters. The position peaked at $2.64M in Q2 2014. 337 funds tracked by Wall St. Rank hold LM as of Q3 2018.

  • TCW Group reported no remaining Legg Mason, Inc. position as of Q3 2018 after selling out during the quarter.
  • TCW Group sold 11,783 Legg Mason, Inc. shares in Q3 2018, an estimated $409K.
  • TCW Group first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 17 quarters.
  • TCW Group's Legg Mason, Inc. position peaked at $2.64M in Q2 2014.
  • 337 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2018.

Based on TCW Group's 13F filing for Q3 2018, filed 30 Oct 2018.