TD Asset Management
LM

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

TD Asset 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
2016
Q4 		– Sell
-170,310
Closed -$5.7M – 1414
2016
Q3 		$5.7M Buy
170,310
+77,800
+84% +$2.59M 0.01% 668
2016
Q2 		$2.73M Buy
92,510
+46,698
+102% +$1.51M ﹤0.01% 801
2016
Q1 		$1.59M Sell
45,812
-3,116
-6% -$97.7K ﹤0.01% 874
2015
Q4 		$1.92M Buy
48,928
+4,100
+9% +$176K ﹤0.01% 843
2015
Q3 		$1.86M Buy
44,828
+1,200
+3% +$55.6K ﹤0.01% 824
2015
Q2 		$2.25M Sell
43,628
-4,843
-10% -$261K ﹤0.01% 834
2015
Q1 		$2.68M Sell
48,471
-692
-1% -$38.8K ﹤0.01% 792
2014
Q4 		$2.62M Sell
49,163
-4,812
-9% -$254K ﹤0.01% 802
2014
Q3 		$2.76M Sell
53,975
-69,700
-56% -$3.46M ﹤0.01% 778
2014
Q2 		$6.35M Sell
123,675
-12,200
-9% -$588K 0.01% 585
2014
Q1 		$6.66M Sell
135,875
-500
-0.4% -$22.3K 0.01% 576
2013
Q4 		$5.93M Buy
136,375
+29,200
+27% +$1.13M 0.01% 581
2013
Q3 		$3.58M Buy
107,175
+12,400
+13% +$415K 0.01% 690
2013
Q2 		$2.94M Buy
+94,775
New +$3.1M 0.01% 693

Other funds holding LM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TD Asset Management's LM Position: Q4 2016 in Review

TD Asset Management sold out of Legg Mason, Inc. (LM) in Q4 2016, closing a stake of 170,310 shares — an estimated $5.7M sold.

TD Asset Management first reported a position in LM in Q2 2013 and held it in 14 quarters. The position peaked at $6.66M in Q1 2014. 311 funds tracked by Wall St. Rank hold LM as of Q4 2016.

  • TD Asset Management reported no remaining Legg Mason, Inc. position as of Q4 2016 after selling out during the quarter.
  • TD Asset Management sold 170,310 Legg Mason, Inc. shares in Q4 2016, an estimated $5.7M.
  • TD Asset Management first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 14 quarters.
  • TD Asset Management's Legg Mason, Inc. position peaked at $6.66M in Q1 2014.
  • 311 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2016.

Based on TD Asset Management's 13F filing for Q4 2016, filed 8 Feb 2017.