CWM
LO

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

Calamos 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
-35,805
Closed -$2.34M – 246
2015
Q1 		$2.34M Sell
35,805
-2,698
-7% -$180K 0.58% 53
2014
Q4 		$2.42M Buy
38,503
+5,515
+17% +$341K 0.7% 43
2014
Q3 		$1.98M Buy
32,988
+28,588
+650% +$1.73M 0.57% 62
2014
Q2 		$268K Sell
4,400
-630
-13% -$36.6K 0.08% 189
2014
Q1 		$272K Sell
5,030
-64,089
-93% -$3.22M 0.08% 175
2013
Q4 		$3.5M Sell
69,119
-829
-1% -$41.3K 1.07% 19
2013
Q3 		$3.13M Buy
69,948
+27,829
+66% +$1.23M 1.02% 22
2013
Q2 		$1.84M Buy
+42,119
New +$1.8M 0.65% 56

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

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

Calamos Wealth Management sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 35,805 shares — an estimated $2.34M sold.

Calamos Wealth Management first reported a position in LO in Q2 2013 and held it in 8 quarters. The position peaked at $3.5M in Q4 2013. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • Calamos Wealth Management reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Calamos Wealth Management sold 35,805 LORILLARD INC COM STK shares in Q2 2015, an estimated $2.34M.
  • Calamos Wealth Management first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 8 quarters.
  • Calamos Wealth Management's LORILLARD INC COM STK position peaked at $3.5M in Q4 2013.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Calamos Wealth Management's 13F filing for Q2 2015, filed 17 Aug 2015.