WIL
LM

Winifred I. Li’s Legg Mason, Inc. LM Stock Holding History

Winifred I. Li’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
2014
Q4 		$14K Buy
260
+243
+1,429% +$12.8K 0.01% 388
2014
Q3 		$1K Buy
+17
New +$843 ﹤0.01% 443

Other funds holding LM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Winifred I. Li's LM Position: Q4 2014 in Review

Winifred I. Li increased its Legg Mason, Inc. (LM) stake by 1,429% in Q4 2014, buying an estimated $12.8K and bringing the position to 260 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #388.

Winifred I. Li first reported a position in LM in Q3 2014 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold LM as of Q4 2014.

  • Winifred I. Li held 260 shares of Legg Mason, Inc. worth $14K as of Q4 2014.
  • Winifred I. Li bought 243 Legg Mason, Inc. shares in Q4 2014, an estimated $12.8K.
  • Legg Mason, Inc. made up 0.01% of Winifred I. Li's portfolio in Q4 2014, its #388 holding.
  • Winifred I. Li first reported a position in Legg Mason, Inc. in Q3 2014 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.