EWM
LO

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

Edge 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
-10
Closed -$1K – 474
2015
Q1 		$1K Buy
+10
New +$666 ﹤0.01% 446

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

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

Edge Wealth Management sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 10 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in LO in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • Edge Wealth Management reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Edge Wealth Management sold 10 LORILLARD INC COM STK shares in Q2 2015, an estimated $1K.
  • Edge Wealth Management first reported a position in LORILLARD INC COM STK in Q1 2015 and held it in 1 quarter.
  • Edge Wealth Management's LORILLARD INC COM STK position peaked at $1K in Q1 2015.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Edge Wealth Management's 13F filing for Q2 2015, filed 7 Jul 2015.