TAIM
LM

TD Ameritrade Investment Management’s Legg Mason, Inc. LM Stock Holding History

TD Ameritrade Investment 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
2020
Q1 		– Sell
-16,872
Closed -$606K – 664
2019
Q4 		$606K Buy
16,872
+6,832
+68% +$254K ﹤0.01% 160
2019
Q3 		$383K Buy
10,040
+1,595
+19% +$60.4K ﹤0.01% 173
2019
Q2 		$323K Buy
+8,445
New +$292K ﹤0.01% 173

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

TD Ameritrade Investment Management's LM Position: Q1 2020 in Review

TD Ameritrade Investment Management sold out of Legg Mason, Inc. (LM) in Q1 2020, closing a stake of 16,872 shares — an estimated $606K sold.

TD Ameritrade Investment Management first reported a position in LM in Q2 2019 and held it in 3 quarters. The position peaked at $606K in Q4 2019. 320 funds tracked by Wall St. Rank hold LM as of Q1 2020.

  • TD Ameritrade Investment Management reported no remaining Legg Mason, Inc. position as of Q1 2020 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 16,872 Legg Mason, Inc. shares in Q1 2020, an estimated $606K.
  • TD Ameritrade Investment Management first reported a position in Legg Mason, Inc. in Q2 2019 and held it in 3 quarters.
  • TD Ameritrade Investment Management's Legg Mason, Inc. position peaked at $606K in Q4 2019.
  • 320 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2020.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2020, filed 13 May 2020.