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

Evercore 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	-2,460	Closed	-$161K	–	1127
2015 Q1	$161K	Hold	2,460	–	–	0.01%	457
2014 Q4	$154K	Sell	2,460 -1,944	-44%	-$120K	0.01%	401
2014 Q3	$264K	Sell	4,404 -20	-0.5%	-$1.21K	0.01%	354
2014 Q2	$270K	Buy	4,424 +1,964	+80%	+$114K	0.01%	349
2014 Q1	$135K	Sell	2,460 -1,832	-43%	-$92.1K	0.01%	429
2013 Q4	$218K	Sell	4,292 -775	-15%	-$38.6K	0.01%	359
2013 Q3	$227K	Hold	5,067	–	–	0.01%	387
2013 Q2	$223K	Buy	+5,067	New	+$217K	0.01%	385

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

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

Evercore Wealth Management sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 2,460 shares — an estimated $161K sold.

Evercore Wealth Management first reported a position in LO in Q2 2013 and held it in 8 quarters. The position peaked at $270K in Q2 2014. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

Evercore Wealth Management reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
Evercore Wealth Management sold 2,460 LORILLARD INC COM STK shares in Q2 2015, an estimated $161K.
Evercore Wealth Management first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 8 quarters.
Evercore Wealth Management's LORILLARD INC COM STK position peaked at $270K in Q2 2014.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.