CFA
LO

Carroll Financial Associates’s LORILLARD INC COM STK LO Stock Holding History

Carroll Financial Associates’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
2014
Q4 		– Sell
-700
Closed -$43K – 973
2014
Q3 		$43K Hold
700
– – 0.01% 329
2014
Q2 		$43K Hold
700
– – 0.01% 350
2014
Q1 		$38K Hold
700
– – 0.01% 337
2013
Q4 		$35K Sell
700
-200
-22% -$9.96K 0.01% 335
2013
Q3 		$40K Hold
900
– – 0.02% 320
2013
Q2 		$39K Buy
+900
New +$38.5K 0.02% 260

Other funds holding LO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carroll Financial Associates's LO Position: Q4 2014 in Review

Carroll Financial Associates sold out of LORILLARD INC COM STK (LO) in Q4 2014, closing a stake of 700 shares — an estimated $43K sold.

Carroll Financial Associates first reported a position in LO in Q2 2013 and held it in 6 quarters. The position peaked at $43K in Q3 2014. 628 funds tracked by Wall St. Rank hold LO as of Q4 2014.

  • Carroll Financial Associates reported no remaining LORILLARD INC COM STK position as of Q4 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 700 LORILLARD INC COM STK shares in Q4 2014, an estimated $43K.
  • Carroll Financial Associates first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 6 quarters.
  • Carroll Financial Associates's LORILLARD INC COM STK position peaked at $43K in Q3 2014.
  • 628 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q4 2014.

Based on Carroll Financial Associates's 13F filing for Q4 2014, filed 9 Feb 2015.