AWM
LO

AllSquare Wealth Management’s LORILLARD INC COM STK LO Stock Holding History

AllSquare Wealth Management’s Portfolio LO Stock Details LO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-4,444
Closed -$290K – 348
2015
Q1 		$290K Hold
4,444
– – 0.28% 35
2014
Q4 		$280K Buy
+4,444
New +$275K 0.27% 36

Other funds holding LO

HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

AllSquare Wealth Management's LO Position: Q2 2015 in Review

AllSquare Wealth Management sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 4,444 shares — an estimated $290K sold.

AllSquare Wealth Management first reported a position in LO in Q4 2014 and held it in 2 quarters. The position peaked at $290K in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • AllSquare Wealth Management reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • AllSquare Wealth Management sold 4,444 LORILLARD INC COM STK shares in Q2 2015, an estimated $290K.
  • AllSquare Wealth Management first reported a position in LORILLARD INC COM STK in Q4 2014 and held it in 2 quarters.
  • AllSquare Wealth Management's LORILLARD INC COM STK position peaked at $290K in Q1 2015.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on AllSquare Wealth Management's 13F filing for Q2 2015, filed 10 Aug 2015.