ECM
LO

Endex Capital Management’s LORILLARD INC COM STK LO Stock Holding History

Endex Capital 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
2013
Q4 		$195K Hold
3,846
– – 0.18% 141
2013
Q3 		$172K Hold
3,846
– – 0.18% 147
2013
Q2 		$168K Buy
+3,846
New +$165K 0.18% 148

Other funds holding LO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Endex Capital Management's LO Position: Q4 2013 in Review

Endex Capital Management held its LORILLARD INC COM STK (LO) position steady in Q4 2013 at 3,846 shares worth $195K. The position accounts for 0.18% of the portfolio, ranked #141.

Endex Capital Management first reported a position in LO in Q2 2013 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold LO as of Q4 2013.

  • Endex Capital Management held 3,846 shares of LORILLARD INC COM STK worth $195K as of Q4 2013.
  • Endex Capital Management left its LORILLARD INC COM STK share count unchanged in Q4 2013.
  • LORILLARD INC COM STK made up 0.18% of Endex Capital Management's portfolio in Q4 2013, its #141 holding.
  • Endex Capital Management first reported a position in LORILLARD INC COM STK in Q2 2013 and has held it in 3 quarters since.
  • 571 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.