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 $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 Management (Palm Desert)'s LO Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 692 shares — an estimated $45K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LO in Q1 2015 and held it in 1 quarter. The position peaked at $45K in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 692 LORILLARD INC COM STK shares in Q2 2015, an estimated $45K.
  • Integrated Wealth Management (Palm Desert) first reported a position in LORILLARD INC COM STK in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s LORILLARD INC COM STK position peaked at $45K in Q1 2015.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.