FWM
LO

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

Focused 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
-125
Closed -$8K – 746
2015
Q1 		$8K Hold
125
– – ﹤0.01% 470
2014
Q4 		$8K Hold
125
– – 0.01% 460
2014
Q3 		$7K Hold
125
– – 0.01% 485
2014
Q2 		$8K Buy
+125
New +$7.27K 0.01% 463

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

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

Focused Wealth Management sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 125 shares — an estimated $8K sold.

Focused Wealth Management first reported a position in LO in Q2 2014 and held it in 4 quarters. The position peaked at $8K in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • Focused Wealth Management reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Focused Wealth Management sold 125 LORILLARD INC COM STK shares in Q2 2015, an estimated $8K.
  • Focused Wealth Management first reported a position in LORILLARD INC COM STK in Q2 2014 and held it in 4 quarters.
  • Focused Wealth Management's LORILLARD INC COM STK position peaked at $8K in Q1 2015.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Focused Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.