WhitTier Trust Company’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 |
-1,079
| Closed | -$54K | – | 989 |
|
|
2020
Q2 | $54K | Hold |
1,079
| – | – | ﹤0.01% | 571 |
|
|
2020
Q1 | $53K | Hold |
1,079
| – | – | ﹤0.01% | 548 |
|
|
2019
Q4 | $39K | Hold |
1,079
| – | – | ﹤0.01% | 639 |
|
|
2019
Q3 | $41K | Hold |
1,079
| – | – | ﹤0.01% | 626 |
|
|
2019
Q2 | $41K | Hold |
1,079
| – | – | ﹤0.01% | 624 |
|
|
2019
Q1 | $30K | Hold |
1,079
| – | – | ﹤0.01% | 673 |
|
|
2018
Q4 | $28K | Hold |
1,079
| – | – | ﹤0.01% | 677 |
|
|
2018
Q3 | $34K | Hold |
1,079
| – | – | ﹤0.01% | 672 |
|
|
2018
Q2 | $37K | Hold |
1,079
| – | – | ﹤0.01% | 660 |
|
|
2018
Q1 | $44K | Buy |
1,079
+1,000
| +1,266% | +$41.3K | ﹤0.01% | 634 |
|
|
2017
Q4 | $3K | Hold |
79
| – | – | ﹤0.01% | 941 |
|
|
2017
Q3 | $3K | Hold |
79
| – | – | ﹤0.01% | 935 |
|
|
2017
Q2 | $3K | Hold |
79
| – | – | ﹤0.01% | 874 |
|
|
2017
Q1 | $3K | Hold |
79
| – | – | ﹤0.01% | 891 |
|
|
2016
Q4 | $2K | Hold |
79
| – | – | ﹤0.01% | 930 |
|
|
2016
Q3 | $3K | Hold |
79
| – | – | ﹤0.01% | 860 |
|
|
2016
Q2 | $2K | Sell |
79
-907
| -92% | -$29.4K | ﹤0.01% | 872 |
|
|
2016
Q1 | $34K | Hold |
986
| – | – | ﹤0.01% | 592 |
|
|
2015
Q4 | $39K | Hold |
986
| – | – | ﹤0.01% | 558 |
|
|
2015
Q3 | $41K | Hold |
986
| – | – | 0.01% | 553 |
|
|
2015
Q2 | $51K | Sell |
986
-470
| -32% | -$25.3K | 0.01% | 534 |
|
|
2015
Q1 | $80K | Sell |
1,456
-328
| -18% | -$18.4K | 0.01% | 474 |
|
|
2014
Q4 | $95K | Hold |
1,784
| – | – | 0.01% | 444 |
|
|
2014
Q3 | $91K | Hold |
1,784
| – | – | 0.01% | 449 |
|
|
2014
Q2 | $91K | Sell |
1,784
-337
| -16% | -$16.2K | 0.01% | 455 |
|
|
2014
Q1 | $104K | Hold |
2,121
| – | – | 0.01% | 435 |
|
|
2013
Q4 | $92K | Hold |
2,121
| – | – | 0.01% | 441 |
|
|
2013
Q3 | $71K | Hold |
2,121
| – | – | 0.01% | 461 |
|
|
2013
Q2 | $65K | Buy |
+2,121
| New | +$69.3K | 0.01% | 471 |
|
WhitTier Trust Company's LM Position: Q3 2020 in Review
WhitTier Trust Company sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 1,079 shares — an estimated $54K sold.
WhitTier Trust Company first reported a position in LM in Q2 2013 and held it in 29 quarters. The position peaked at $104K in Q1 2014. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- WhitTier Trust Company reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- WhitTier Trust Company sold 1,079 Legg Mason, Inc. shares in Q3 2020, an estimated $54K.
- WhitTier Trust Company first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 29 quarters.
- WhitTier Trust Company's Legg Mason, Inc. position peaked at $104K in Q1 2014.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on WhitTier Trust Company's 13F filing for Q3 2020, filed 30 Oct 2020.