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

Concert 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	-8,580	Closed	-$365K	–	731
2015 Q1	$365K	Buy	8,580 +2,771	+48%	+$184K	0.1%	257
2014 Q4	$364K	Buy	5,809 +88	+2%	+$5.44K	0.06%	396
2014 Q3	$340K	Sell	5,721 -313	-5%	-$19K	0.05%	357
2014 Q2	$354K	Buy	6,034 +296	+5%	+$17.2K	0.04%	374
2014 Q1	$306K	Sell	5,738 -137	-2%	-$6.88K	0.04%	402
2013 Q4	$295K	Buy	5,875 +423	+8%	+$21.1K	0.04%	384
2013 Q3	$243K	Sell	5,452 -51	-0.9%	-$2.25K	0.03%	429
2013 Q2	$240K	Buy	+5,503	New	+$235K	0.04%	399

Other funds holding LO

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

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

Concert Wealth Management sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 8,580 shares — an estimated $365K sold.

Concert Wealth Management first reported a position in LO in Q2 2013 and held it in 8 quarters. The position peaked at $365K in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

Concert Wealth Management reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
Concert Wealth Management sold 8,580 LORILLARD INC COM STK shares in Q2 2015, an estimated $365K.
Concert Wealth Management first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 8 quarters.
Concert Wealth Management's LORILLARD INC COM STK position peaked at $365K in Q1 2015.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Concert Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.