Transamerica Financial Advisors’s Legg Mason, Inc. LM Stock Holding History

Transamerica Financial Advisors’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 Q2	–	Sell	-31	Closed	-$2K	–	535
2020 Q1	$2K	Buy	31 +3	+11%	+$131	0.04%	66
2019 Q4	$2K	Hold	28	–	–	0.03%	83
2019 Q3	$2K	Buy	+28	New	+$1.06K	0.03%	81
2019 Q2	–	Sell	-34	Closed	-$1K	–	578
2019 Q1	$1K	Buy	34 +1	+3%	+$29	0.01%	96
2018 Q4	$1K	Buy	33 +5	+18%	+$140	﹤0.01%	511
2018 Q3	$1K	Buy	28 +4	+17%	+$129	﹤0.01%	505
2018 Q2	$1K	Hold	24	–	–	﹤0.01%	497
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	448
2017 Q4	$1K	Buy	24 +1	+4%	+$39	﹤0.01%	425
2017 Q3	$1K	Hold	23	–	–	﹤0.01%	412
2017 Q2	$1K	Sell	23 -5	-18%	-$189	﹤0.01%	390
2017 Q1	$1K	Buy	28 +5	+22%	+$173	﹤0.01%	383
2016 Q4	$1K	Hold	23	–	–	﹤0.01%	416
2016 Q3	$1K	Hold	23	–	–	﹤0.01%	413
2016 Q2	$1K	Buy	+23	New	+$746	﹤0.01%	382
2016 Q1	–	Sell	-18	Closed	-$1K	–	870
2015 Q4	$1K	Hold	18	–	–	﹤0.01%	802
2015 Q3	$1K	Buy	+18	New	+$834	﹤0.01%	811
2015 Q2	–	Sell	-15	Closed	-$1K	–	945
2015 Q1	$1K	Buy	+15	New	+$842	﹤0.01%	874

Other funds holding LM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Transamerica Financial Advisors's LM Position: Q2 2020 in Review

Transamerica Financial Advisors sold out of Legg Mason, Inc. (LM) in Q2 2020, closing a stake of 31 shares — an estimated $2K sold.

Transamerica Financial Advisors first reported a position in LM in Q1 2015 and held it in 18 quarters. The position peaked at $2K in Q1 2020. 303 funds tracked by Wall St. Rank hold LM as of Q2 2020.

Transamerica Financial Advisors reported no remaining Legg Mason, Inc. position as of Q2 2020 after selling out during the quarter.
Transamerica Financial Advisors sold 31 Legg Mason, Inc. shares in Q2 2020, an estimated $2K.
Transamerica Financial Advisors first reported a position in Legg Mason, Inc. in Q1 2015 and held it in 18 quarters.
Transamerica Financial Advisors's Legg Mason, Inc. position peaked at $2K in Q1 2020.
303 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2020.

Based on Transamerica Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.