Vivaldi Capital Management’s Legg Mason, Inc. LM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-12,427
Closed -$618K 319
2020
Q2
$618K Buy
+12,427
New +$617K 0.13% 118

Vivaldi Capital Management's LM Position: Q3 2020 in Review

Vivaldi Capital Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 12,427 shares — an estimated $618K sold.

Vivaldi Capital Management first reported a position in LM in Q2 2020 and held it in 1 quarter. The position peaked at $618K in Q2 2020. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

  • Vivaldi Capital Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
  • Vivaldi Capital Management sold 12,427 Legg Mason, Inc. shares in Q3 2020, an estimated $618K.
  • Vivaldi Capital Management first reported a position in Legg Mason, Inc. in Q2 2020 and held it in 1 quarter.
  • Vivaldi Capital Management's Legg Mason, Inc. position peaked at $618K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Vivaldi Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.