GGPS
LO

Gary Goldberg Planning Services’s LORILLARD INC COM STK LO Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$3.6M Sell
57,152
-53,822
-48% -$3.33M 1.51% 18
2014
Q3 		$6.65M Sell
110,974
-27,726
-20% -$1.68M 2.77% 10
2014
Q2 		$8.46M Sell
138,700
-20,429
-13% -$1.19M 3.72% 5
2014
Q1 		$8.61M Buy
159,129
+22,883
+17% +$1.15M 4.2% 4
2013
Q4 		$6.91M Sell
136,246
-1,469
-1% -$73.2K 4.02% 6
2013
Q3 		$6.17M Buy
137,715
+9,395
+7% +$414K 3.74% 8
2013
Q2 		$5.61M Buy
+128,320
New +$5.49M 3.58% 7

Other funds holding LO

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Gary Goldberg Planning Services's LO Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its LORILLARD INC COM STK (LO) stake by 48% in Q4 2014, selling an estimated $3.33M and leaving 57,152 shares worth $3.6M. The position accounts for 1.51% of the portfolio, ranked #18.

Gary Goldberg Planning Services first reported a position in LO in Q2 2013 and has held it in 7 quarters since. The position peaked at $8.61M in Q1 2014. 628 funds tracked by Wall St. Rank hold LO as of Q4 2014.

  • Gary Goldberg Planning Services held 57,152 shares of LORILLARD INC COM STK worth $3.6M as of Q4 2014.
  • Gary Goldberg Planning Services sold 53,822 LORILLARD INC COM STK shares in Q4 2014, an estimated $3.33M.
  • LORILLARD INC COM STK made up 1.51% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #18 holding.
  • Gary Goldberg Planning Services first reported a position in LORILLARD INC COM STK in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's LORILLARD INC COM STK position peaked at $8.61M in Q1 2014.
  • 628 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.