IIM
LO

Ivory Investment Management’s LORILLARD INC COM STK LO Stock Holding History

Ivory Investment 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
2014
Q1 		– Sell
-15,990
Closed -$810K – 237
2013
Q4 		$810K Buy
+15,990
New +$797K 0.04% 186

Other funds holding LO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ivory Investment Management's LO Position: Q1 2014 in Review

Ivory Investment Management sold out of LORILLARD INC COM STK (LO) in Q1 2014, closing a stake of 15,990 shares — an estimated $810K sold.

Ivory Investment Management first reported a position in LO in Q4 2013 and held it in 1 quarter. The position peaked at $810K in Q4 2013. 576 funds tracked by Wall St. Rank hold LO as of Q1 2014.

  • Ivory Investment Management reported no remaining LORILLARD INC COM STK position as of Q1 2014 after selling out during the quarter.
  • Ivory Investment Management sold 15,990 LORILLARD INC COM STK shares in Q1 2014, an estimated $810K.
  • Ivory Investment Management first reported a position in LORILLARD INC COM STK in Q4 2013 and held it in 1 quarter.
  • Ivory Investment Management's LORILLARD INC COM STK position peaked at $810K in Q4 2013.
  • 576 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q1 2014.

Based on Ivory Investment Management's 13F filing for Q1 2014, filed 14 May 2014.