Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CIP
LO
Chartwell Investment Partners’s
LORILLARD INC COM STK
LO
Stock Holding History
Chartwell Investment Partners’s Portfolio
LO Stock Details
LO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q1
–
Sell
-13,800
Closed
-$869K
–
396
2014
Q4
$869K
Hold
13,800
–
–
0.02%
332
2014
Q3
$827K
Hold
13,800
–
–
0.02%
324
2014
Q2
$841K
Sell
13,800
-4,600
-25%
-$267K
0.02%
320
2014
Q1
$995K
Hold
18,400
–
–
0.02%
313
2013
Q4
$933K
Hold
18,400
–
–
0.02%
326
2013
Q3
$824K
Sell
18,400
-35,630
-66%
-$1.57M
0.02%
339
2013
Q2
$2.36M
Buy
+54,030
New
+$2.31M
0.06%
284
Other funds holding LO
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
BIT
BlackRock Institutional Trust
San Francisco, California
$675B AUM
16.07%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
BFA
BlackRock Fund Advisors
San Francisco, California
$542B AUM
18.13%
1-Year Est. Return
EPCM
Eton Park Capital Management
New York
$1.3B AUM
33.59%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close