BWA
LO

Burt Wealth Advisors’s LORILLARD INC COM STK LO Stock Holding History

Burt 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
-177
Closed -$11K – 407
2015
Q1 		$11K Hold
177
– – 0.01% 239
2014
Q4 		$11K Buy
+177
New +$10.9K 0.01% 228

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

Burt Wealth Advisors's LO Position: Q2 2015 in Review

Burt Wealth Advisors sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 177 shares — an estimated $11K sold.

Burt Wealth Advisors first reported a position in LO in Q4 2014 and held it in 2 quarters. The position peaked at $11K in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • Burt Wealth Advisors reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Burt Wealth Advisors sold 177 LORILLARD INC COM STK shares in Q2 2015, an estimated $11K.
  • Burt Wealth Advisors first reported a position in LORILLARD INC COM STK in Q4 2014 and held it in 2 quarters.
  • Burt Wealth Advisors's LORILLARD INC COM STK position peaked at $11K in Q1 2015.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Burt Wealth Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.