Integrated Wealth Counsel’s LORILLARD INC COM STK LO Stock Holding History

Integrated Wealth Counsel’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	-675	Closed	-$44K	–	99
2015 Q1	$44K	Sell	675 -220	-25%	-$14.6K	0.06%	65
2014 Q4	$56K	Hold	895	–	–	0.07%	56
2014 Q3	$54K	Sell	895 -7,410	-89%	-$449K	0.06%	54
2014 Q2	$506K	Sell	8,305 -7,540	-48%	-$438K	0.4%	20
2014 Q1	$857K	Sell	15,845 -1,560	-9%	-$78.4K	0.68%	33
2013 Q4	$882K	Sell	17,405 -830	-5%	-$41.4K	0.65%	37
2013 Q3	$817K	Sell	18,235 -1,425	-7%	-$62.8K	0.6%	35
2013 Q2	$859K	Buy	+19,660	New	+$841K	0.62%	40

Other funds holding LO

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

Integrated Wealth Counsel's LO Position: Q2 2015 in Review

Integrated Wealth Counsel sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 675 shares — an estimated $44K sold.

Integrated Wealth Counsel first reported a position in LO in Q2 2013 and held it in 8 quarters. The position peaked at $882K in Q4 2013. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

Integrated Wealth Counsel reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
Integrated Wealth Counsel sold 675 LORILLARD INC COM STK shares in Q2 2015, an estimated $44K.
Integrated Wealth Counsel first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 8 quarters.
Integrated Wealth Counsel's LORILLARD INC COM STK position peaked at $882K in Q4 2013.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Integrated Wealth Counsel's 13F filing for Q2 2015, filed 4 Aug 2015.