SRB Corp’s Legg Mason, Inc. LM Stock Holding History

SRB Corp’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	-2,831	Closed	-$145K	–	209
2014 Q3	$145K	Buy	+2,831	New	+$140K	0.02%	36

Other funds holding LM

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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

SRB Corp's LM Position: Q4 2014 in Review

SRB Corp sold out of Legg Mason, Inc. (LM) in Q4 2014, closing a stake of 2,831 shares — an estimated $145K sold.

SRB Corp first reported a position in LM in Q3 2014 and held it in 1 quarter. The position peaked at $145K in Q3 2014. 377 funds tracked by Wall St. Rank hold LM as of Q4 2014.

SRB Corp reported no remaining Legg Mason, Inc. position as of Q4 2014 after selling out during the quarter.
SRB Corp sold 2,831 Legg Mason, Inc. shares in Q4 2014, an estimated $145K.
SRB Corp first reported a position in Legg Mason, Inc. in Q3 2014 and held it in 1 quarter.
SRB Corp's Legg Mason, Inc. position peaked at $145K in Q3 2014.
377 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q4 2014.

Based on SRB Corp's 13F filing for Q4 2014, filed 17 Feb 2015.