Guardian Investor Services’s LORILLARD INC COM STK LO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$162K Hold
2,485
0.13% 194
2014
Q4
$156K Sell
2,485
-69
-3% -$4.27K 0.12% 202
2014
Q3
$153K Sell
2,554
-141
-5% -$8.55K 0.12% 202
2014
Q2
$164K Sell
2,695
-146
-5% -$8.49K 0.13% 200
2014
Q1
$154K Sell
2,841
-156
-5% -$7.84K 0.12% 204
2013
Q4
$152K Sell
2,997
-30
-1% -$1.5K 0.12% 208
2013
Q3
$136K Sell
3,027
-55
-2% -$2.42K 0.11% 213
2013
Q2
$135K Buy
+3,082
New +$132K 0.12% 206

Other funds holding LO

Guardian Investor Services's LO Position: Q1 2015 in Review

Guardian Investor Services held its LORILLARD INC COM STK (LO) position steady in Q1 2015 at 2,485 shares worth $162K. The position accounts for 0.13% of the portfolio, ranked #194.

Guardian Investor Services first reported a position in LO in Q2 2013 and has held it in 8 quarters since. The position peaked at $164K in Q2 2014. 613 funds tracked by Wall St. Rank hold LO as of Q1 2015.

  • Guardian Investor Services held 2,485 shares of LORILLARD INC COM STK worth $162K as of Q1 2015.
  • Guardian Investor Services left its LORILLARD INC COM STK share count unchanged in Q1 2015.
  • LORILLARD INC COM STK made up 0.13% of Guardian Investor Services's portfolio in Q1 2015, its #194 holding.
  • Guardian Investor Services first reported a position in LORILLARD INC COM STK in Q2 2013 and has held it in 8 quarters since.
  • Guardian Investor Services's LORILLARD INC COM STK position peaked at $164K in Q2 2014.
  • 613 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.