CNA Financial’s Legg Mason, Inc. LM Stock Holding History

CNA Financial’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	–	Sell	-42,500	Closed	-$2.17M	–	205
2014 Q3	$2.17M	Sell	42,500 -12,275	-22%	-$609K	0.42%	74
2014 Q2	$2.81M	Sell	54,775 -13,425	-20%	-$647K	0.51%	53
2014 Q1	$3.35M	Sell	68,200 -17,625	-21%	-$785K	0.67%	40
2013 Q4	$3.73M	Hold	85,825	–	–	0.73%	37
2013 Q3	$2.87M	Buy	85,825 +22,225	+35%	+$744K	0.58%	41
2013 Q2	$1.97M	Buy	+63,600	New	+$2.08M	0.42%	67

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CNA Financial's LM Position: Q4 2014 in Review

CNA Financial sold out of Legg Mason, Inc. (LM) in Q4 2014, closing a stake of 42,500 shares — an estimated $2.17M sold.

CNA Financial first reported a position in LM in Q2 2013 and held it in 6 quarters. The position peaked at $3.73M in Q4 2013. 377 funds tracked by Wall St. Rank hold LM as of Q4 2014.

CNA Financial reported no remaining Legg Mason, Inc. position as of Q4 2014 after selling out during the quarter.
CNA Financial sold 42,500 Legg Mason, Inc. shares in Q4 2014, an estimated $2.17M.
CNA Financial first reported a position in Legg Mason, Inc. in Q2 2013 and held it in 6 quarters.
CNA Financial's Legg Mason, Inc. position peaked at $3.73M in Q4 2013.
377 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2014.

Based on CNA Financial's 13F filing for Q4 2014, filed 12 Feb 2015.