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

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 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.