GWM
LO

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

Gupta 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
-158
Closed -$10K – 1397
2015
Q1 		$10K Buy
+158
New +$10.5K ﹤0.01% 768

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

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

Gupta Wealth Management sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 158 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in LO in Q1 2015 and held it in 1 quarter. The position peaked at $10K in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • Gupta Wealth Management reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 158 LORILLARD INC COM STK shares in Q2 2015, an estimated $10K.
  • Gupta Wealth Management first reported a position in LORILLARD INC COM STK in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's LORILLARD INC COM STK position peaked at $10K in Q1 2015.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.