WCM
LM

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

Whitener Capital Management’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
2019
Q4 		– Sell
-1,533
Closed -$58K – 491
2019
Q3 		$58K Sell
1,533
-279
-15% -$10.6K 0.03% 211
2019
Q2 		$69K Sell
1,812
-359
-17% -$12.4K 0.04% 196
2019
Q1 		$59K Buy
2,171
+290
+15% +$8.31K 0.04% 203
2018
Q4 		$47K Sell
1,881
-544
-22% -$15.2K 0.03% 198
2018
Q3 		$75K Buy
+2,425
New +$78.4K 0.05% 166

Other funds holding LM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Whitener Capital Management's LM Position: Q4 2019 in Review

Whitener Capital Management sold out of Legg Mason, Inc. (LM) in Q4 2019, closing a stake of 1,533 shares — an estimated $58K sold.

Whitener Capital Management first reported a position in LM in Q3 2018 and held it in 5 quarters. The position peaked at $75K in Q3 2018. 347 funds tracked by Wall St. Rank hold LM as of Q4 2019.

  • Whitener Capital Management reported no remaining Legg Mason, Inc. position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 1,533 Legg Mason, Inc. shares in Q4 2019, an estimated $58K.
  • Whitener Capital Management first reported a position in Legg Mason, Inc. in Q3 2018 and held it in 5 quarters.
  • Whitener Capital Management's Legg Mason, Inc. position peaked at $75K in Q3 2018.
  • 347 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.