IWMPD
LO

Integrated Wealth Management (Palm Desert)’s LORILLARD INC COM STK LO Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-692
Closed -$45K – 1562
2015
Q1 		$45K Buy
+692
New +$46.1K 0.02% 411

Other funds holding LO

HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return