UGIF
LM

US Global Investors Funds’s Legg Mason, Inc. LM Stock Holding History

US Global Investors Funds’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
2013
Q4 		$252K Buy
+5,800
New +$225K 0.05% 220

Other funds holding LM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

US Global Investors Funds's LM Position: Q4 2013 in Review

US Global Investors Funds opened a new position in Legg Mason, Inc. (LM) in Q4 2013: 5,800 shares worth $252K. The stake represents 0.05% of the portfolio and ranks #220 among its holdings.

356 funds tracked by Wall St. Rank hold LM as of Q4 2013.

  • US Global Investors Funds held 5,800 shares of Legg Mason, Inc. worth $252K as of Q4 2013.
  • Legg Mason, Inc. was a new US Global Investors Funds position in Q4 2013.
  • Legg Mason, Inc. made up 0.05% of US Global Investors Funds's portfolio in Q4 2013, its #220 holding.
  • 356 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.