Wells Fargo’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 |
-81,032
| Closed | -$4.03M | – | 7316 |
|
|
2020
Q2 | $4.03M | Sell |
81,032
-15,924
| -16% | -$791K | ﹤0.01% | 2676 |
|
|
2020
Q1 | $4.74M | Sell |
96,956
-218,368
| -69% | -$9.53M | ﹤0.01% | 2271 |
|
|
2019
Q4 | $11.3M | Sell |
315,324
-7,492
| -2% | -$278K | ﹤0.01% | 1883 |
|
|
2019
Q3 | $12.3M | Sell |
322,816
-56,232
| -15% | -$2.13M | ﹤0.01% | 1794 |
|
|
2019
Q2 | $14.5M | Sell |
379,048
-16,216
| -4% | -$560K | ﹤0.01% | 1672 |
|
|
2019
Q1 | $10.8M | Sell |
395,264
-189,708
| -32% | -$5.44M | ﹤0.01% | 1875 |
|
|
2018
Q4 | $14.9M | Buy |
584,972
+27,664
| +5% | +$775K | 0.01% | 1579 |
|
|
2018
Q3 | $17.4M | Buy |
557,308
+40,530
| +8% | +$1.31M | ﹤0.01% | 1613 |
|
|
2018
Q2 | $17.9M | Buy |
516,778
+87,215
| +20% | +$3.31M | 0.01% | 1579 |
|
|
2018
Q1 | $17.5M | Buy |
429,563
+112,288
| +35% | +$4.63M | 0.01% | 1552 |
|
|
2017
Q4 | $13.3M | Buy |
317,275
+8,094
| +3% | +$318K | ﹤0.01% | 1781 |
|
|
2017
Q3 | $12.2M | Buy |
309,181
+10,394
| +3% | +$399K | ﹤0.01% | 1810 |
|
|
2017
Q2 | $11.4M | Buy |
298,787
+331
| +0.1% | +$12.5K | ﹤0.01% | 1811 |
|
|
2017
Q1 | $10.8M | Sell |
298,456
-45,476
| -13% | -$1.58M | ﹤0.01% | 1841 |
|
|
2016
Q4 | $10.3M | Buy |
343,932
+29,828
| +9% | +$937K | ﹤0.01% | 1828 |
|
|
2016
Q3 | $10.5M | Sell |
314,104
-4,430
| -1% | -$148K | ﹤0.01% | 1729 |
|
|
2016
Q2 | $9.39M | Sell |
318,534
-18,116
| -5% | -$587K | ﹤0.01% | 1880 |
|
|
2016
Q1 | $11.7M | Buy |
336,650
+42,805
| +15% | +$1.34M | ﹤0.01% | 1672 |
|
|
2015
Q4 | $11.5M | Buy |
293,845
+22,188
| +8% | +$950K | ﹤0.01% | 1715 |
|
|
2015
Q3 | $11.3M | Sell |
271,657
-27,309
| -9% | -$1.27M | ﹤0.01% | 1717 |
|
|
2015
Q2 | $15.4M | Buy |
298,966
+45,100
| +18% | +$2.43M | 0.01% | 1560 |
|
|
2015
Q1 | $14M | Sell |
253,866
-18,473
| -7% | -$1.04M | 0.01% | 1590 |
|
|
2014
Q4 | $14.5M | Sell |
272,339
-59,996
| -18% | -$3.17M | 0.01% | 1522 |
|
|
2014
Q3 | $17M | Sell |
332,335
-224,004
| -40% | -$11.1M | 0.01% | 1365 |
|
|
2014
Q2 | $28.5M | Sell |
556,339
-162,697
| -23% | -$7.84M | 0.01% | 1061 |
|
|
2014
Q1 | $35.3M | Sell |
719,036
-66,560
| -8% | -$2.96M | 0.02% | 930 |
|
|
2013
Q4 | $34.2M | Buy |
785,596
+314,693
| +67% | +$12.2M | 0.01% | 930 |
|
|
2013
Q3 | $15.7M | Buy |
470,903
+32,475
| +7% | +$1.09M | 0.01% | 1348 |
|
|
2013
Q2 | $13.6M | Buy |
+438,428
| New | +$14.3M | 0.01% | 1383 |
|
Wells Fargo's LM Position: Q3 2020 in Review
Wells Fargo sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 81,032 shares — an estimated $4.03M sold.
Wells Fargo first reported a position in LM in Q2 2013 and held it in 29 quarters. The position peaked at $35.3M in Q1 2014. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Wells Fargo reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Wells Fargo sold 81,032 Legg Mason, Inc. shares in Q3 2020, an estimated $4.03M.
- Wells Fargo first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 29 quarters.
- Wells Fargo's Legg Mason, Inc. position peaked at $35.3M in Q1 2014.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Wells Fargo's 13F filing for Q3 2020, filed 5 Nov 2020.