West Coast Financial’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 |
-10,351
| Closed | -$515K | – | 111 |
|
|
2020
Q2 | $515K | Sell |
10,351
-2,523
| -20% | -$125K | 0.13% | 71 |
|
|
2020
Q1 | $629K | Sell |
12,874
-9,208
| -42% | -$402K | 0.17% | 66 |
|
|
2019
Q4 | $793K | Sell |
22,082
-1,348
| -6% | -$50K | 0.17% | 68 |
|
|
2019
Q3 | $895K | Sell |
23,430
-111,982
| -83% | -$4.24M | 0.2% | 67 |
|
|
2019
Q2 | $5.18M | Buy |
135,412
+5,361
| +4% | +$185K | 1.19% | 35 |
|
|
2019
Q1 | $3.56M | Buy |
130,051
+22,188
| +21% | +$636K | 0.84% | 41 |
|
|
2018
Q4 | $2.75M | Sell |
107,863
-26,054
| -19% | -$730K | 0.78% | 40 |
|
|
2018
Q3 | $4.18M | Buy |
133,917
+7,505
| +6% | +$243K | 0.96% | 39 |
|
|
2018
Q2 | $4.39M | Sell |
126,412
-4,614
| -4% | -$175K | 1.21% | 27 |
|
|
2018
Q1 | $5.33M | Sell |
131,026
-227
| -0.2% | -$9.37K | 1.52% | 24 |
|
|
2017
Q4 | $5.51M | Sell |
131,253
-2,145
| -2% | -$84.2K | 1.55% | 26 |
|
|
2017
Q3 | $5.24M | Buy |
133,398
+1,762
| +1% | +$67.7K | 1.42% | 26 |
|
|
2017
Q2 | $5.02M | Buy |
131,636
+3,394
| +3% | +$129K | 1.61% | 20 |
|
|
2017
Q1 | $4.63M | Sell |
128,242
-2,073
| -2% | -$71.8K | 1.47% | 23 |
|
|
2016
Q4 | $3.9M | Buy |
130,315
+3,026
| +2% | +$95.1K | 1.24% | 30 |
|
|
2016
Q3 | $4.26M | Sell |
127,289
-4,137
| -3% | -$138K | 1.37% | 26 |
|
|
2016
Q2 | $3.88M | Buy |
131,426
+2,866
| +2% | +$92.9K | 1.4% | 30 |
|
|
2016
Q1 | $4.46M | Buy |
128,560
+42,389
| +49% | +$1.33M | 1.84% | 20 |
|
|
2015
Q4 | $3.38M | Buy |
86,171
+1,245
| +1% | +$53.3K | 1.42% | 26 |
|
|
2015
Q3 | $3.53M | Buy |
84,926
+3,781
| +5% | +$175K | 1.58% | 25 |
|
|
2015
Q2 | $4.17M | Buy |
81,145
+4,240
| +6% | +$228K | 1.83% | 20 |
|
|
2015
Q1 | $4.25M | Buy |
76,905
+2,151
| +3% | +$121K | 1.97% | 21 |
|
|
2014
Q4 | $3.99M | Sell |
74,754
-1,064
| -1% | -$56.1K | 2.07% | 20 |
|
|
2014
Q3 | $3.88M | Buy |
75,818
+2,461
| +3% | +$122K | 2.18% | 15 |
|
|
2014
Q2 | $3.76M | Sell |
73,357
-1,568
| -2% | -$75.6K | 1.98% | 17 |
|
|
2014
Q1 | $3.67M | Sell |
74,925
-58
| -0.1% | -$2.58K | 1.86% | 14 |
|
|
2013
Q4 | $3.26M | Buy |
74,983
+103
| +0.1% | +$4K | 1.68% | 23 |
|
|
2013
Q3 | $2.5M | Buy |
74,880
+810
| +1% | +$27.1K | 1.39% | 37 |
|
|
2013
Q2 | $2.3M | Buy |
+74,070
| New | +$2.42M | 1.25% | 41 |
|
West Coast Financial's LM Position: Q3 2020 in Review
West Coast Financial sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 10,351 shares — an estimated $515K sold.
West Coast Financial first reported a position in LM in Q2 2013 and held it in 29 quarters. The position peaked at $5.51M in Q4 2017. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- West Coast Financial reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- West Coast Financial sold 10,351 Legg Mason, Inc. shares in Q3 2020, an estimated $515K.
- West Coast Financial first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 29 quarters.
- West Coast Financial's Legg Mason, Inc. position peaked at $5.51M in Q4 2017.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on West Coast Financial's 13F filing for Q3 2020, filed 5 Nov 2020.