JWM
LO

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

Jacobus 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
2014
Q1 		– Sell
-2,953
Closed -$150K – 332
2013
Q4 		$150K Buy
+2,953
New +$147K 0.04% 245

Other funds holding LO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jacobus Wealth Management's LO Position: Q1 2014 in Review

Jacobus Wealth Management sold out of LORILLARD INC COM STK (LO) in Q1 2014, closing a stake of 2,953 shares — an estimated $150K sold.

Jacobus Wealth Management first reported a position in LO in Q4 2013 and held it in 1 quarter. The position peaked at $150K in Q4 2013. 576 funds tracked by Wall St. Rank hold LO as of Q1 2014.

  • Jacobus Wealth Management reported no remaining LORILLARD INC COM STK position as of Q1 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 2,953 LORILLARD INC COM STK shares in Q1 2014, an estimated $150K.
  • Jacobus Wealth Management first reported a position in LORILLARD INC COM STK in Q4 2013 and held it in 1 quarter.
  • Jacobus Wealth Management's LORILLARD INC COM STK position peaked at $150K in Q4 2013.
  • 576 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q1 2014.

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