GSC
LO

Ground Swell Capital’s LORILLARD INC COM STK LO Stock Holding History

Ground Swell Capital’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
Q3 		$36K Buy
606
+200
+49% +$12.1K 0.07% 309
2014
Q2 		$25K Buy
+406
New +$23.6K 0.05% 337

Other funds holding LO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ground Swell Capital's LO Position: Q3 2014 in Review

Ground Swell Capital increased its LORILLARD INC COM STK (LO) stake by 49% in Q3 2014, buying an estimated $12.1K and bringing the position to 606 shares worth $36K. The position accounts for 0.07% of the portfolio, ranked #309.

Ground Swell Capital first reported a position in LO in Q2 2014 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold LO as of Q3 2014.

  • Ground Swell Capital held 606 shares of LORILLARD INC COM STK worth $36K as of Q3 2014.
  • Ground Swell Capital bought 200 LORILLARD INC COM STK shares in Q3 2014, an estimated $12.1K.
  • LORILLARD INC COM STK made up 0.07% of Ground Swell Capital's portfolio in Q3 2014, its #309 holding.
  • Ground Swell Capital first reported a position in LORILLARD INC COM STK in Q2 2014 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.