BRWA
LO

B. Riley Wealth Advisors’s LORILLARD INC COM STK LO Stock Holding History

B. Riley Wealth Advisors’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
-4,286
Closed -$280K – 614
2015
Q1 		$280K Sell
4,286
-3,179
-43% -$212K 0.07% 380
2014
Q4 		$2.36M Buy
7,465
+3,378
+83% +$209K 0.05% 502
2014
Q3 		$245K Sell
4,087
-3,763
-48% -$228K 0.06% 438
2014
Q2 		$211K Buy
7,850
+3,106
+65% +$181K 0.05% 431
2014
Q1 		$257K Buy
4,744
+875
+23% +$44K 0.08% 303
2013
Q4 		$196K Buy
3,869
+29
+0.8% +$1.45K 0.06% 354
2013
Q3 		$172K Sell
3,840
-7
-0.2% -$308 0.06% 389
2013
Q2 		$168K Buy
+3,847
New +$165K 0.06% 397

Other funds holding LO

HW
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

B. Riley Wealth Advisors's LO Position: Q2 2015 in Review

B. Riley Wealth Advisors sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 4,286 shares — an estimated $280K sold.

B. Riley Wealth Advisors first reported a position in LO in Q2 2013 and held it in 8 quarters. The position peaked at $2.36M in Q4 2014. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • B. Riley Wealth Advisors reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,286 LORILLARD INC COM STK shares in Q2 2015, an estimated $280K.
  • B. Riley Wealth Advisors first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 8 quarters.
  • B. Riley Wealth Advisors's LORILLARD INC COM STK position peaked at $2.36M in Q4 2014.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.