V
LM

Veritable’s Legg Mason, Inc. LM Stock Holding History

Veritable’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
2015
Q2 		– Sell
-15,065
Closed -$832K – 906
2015
Q1 		$832K Buy
15,065
+47
+0.3% +$2.64K 0.02% 452
2014
Q4 		$801K Buy
15,018
+62
+0.4% +$3.27K 0.02% 465
2014
Q3 		$765K Buy
14,956
+2,040
+16% +$101K 0.02% 481
2014
Q2 		$663K Sell
12,916
-107
-0.8% -$5.16K 0.01% 522
2014
Q1 		$639K Buy
13,023
+37
+0.3% +$1.65K 0.01% 512
2013
Q4 		$565K Sell
12,986
-5,027
-28% -$195K 0.01% 544
2013
Q3 		$602K Buy
18,013
+50
+0.3% +$1.68K 0.01% 517
2013
Q2 		$557K Buy
+17,963
New +$587K 0.01% 536

Other funds holding LM

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Veritable's LM Position: Q2 2015 in Review

Veritable sold out of Legg Mason, Inc. (LM) in Q2 2015, closing a stake of 15,065 shares — an estimated $832K sold.

Veritable first reported a position in LM in Q2 2013 and held it in 8 quarters. The position peaked at $832K in Q1 2015. 390 funds tracked by Wall St. Rank hold LM as of Q2 2015.

  • Veritable reported no remaining Legg Mason, Inc. position as of Q2 2015 after selling out during the quarter.
  • Veritable sold 15,065 Legg Mason, Inc. shares in Q2 2015, an estimated $832K.
  • Veritable first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 8 quarters.
  • Veritable's Legg Mason, Inc. position peaked at $832K in Q1 2015.
  • 390 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q2 2015.

Based on Veritable's 13F filing for Q2 2015, filed 14 Aug 2015.