Wealth Enhancement Advisory Services
LM

Wealth Enhancement Advisory Services’s Legg Mason, Inc. LM Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-12,302
Closed -$657K – 122
2014
Q4 		$657K Buy
+12,302
New +$649K 0.26% 71

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Wealth Enhancement Advisory Services's LM Position: Q1 2015 in Review

Wealth Enhancement Advisory Services sold out of Legg Mason, Inc. (LM) in Q1 2015, closing a stake of 12,302 shares — an estimated $657K sold.

Wealth Enhancement Advisory Services first reported a position in LM in Q4 2014 and held it in 1 quarter. The position peaked at $657K in Q4 2014. 374 funds tracked by Wall St. Rank hold LM as of Q1 2015.

  • Wealth Enhancement Advisory Services reported no remaining Legg Mason, Inc. position as of Q1 2015 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,302 Legg Mason, Inc. shares in Q1 2015, an estimated $657K.
  • Wealth Enhancement Advisory Services first reported a position in Legg Mason, Inc. in Q4 2014 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Legg Mason, Inc. position peaked at $657K in Q4 2014.
  • 374 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q1 2015.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2015, filed 12 May 2015.