JWA
LO

JFS Wealth Advisors’s LORILLARD INC COM STK LO Stock Holding History

JFS Wealth Advisors’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
-97
Closed -$6K – 538
2015
Q1 		$6K Hold
97
– – ﹤0.01% 409
2014
Q4 		$6K Sell
97
-3
-3% -$186 ﹤0.01% 432
2014
Q3 		$6K Sell
100
-2,616
-96% -$159K ﹤0.01% 380
2014
Q2 		$166K Buy
+2,716
New +$158K 0.03% 91
2014
Q1 		– Sell
-5,657
Closed -$287K – 133
2013
Q4 		$287K Sell
5,657
-4,825
-46% -$240K 0.13% 94
2013
Q3 		$469K Buy
10,482
+2,138
+26% +$94.2K 0.22% 67
2013
Q2 		$364K Buy
+8,344
New +$357K 0.18% 75

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

JFS Wealth Advisors's LO Position: Q2 2015 in Review

JFS Wealth Advisors sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 97 shares — an estimated $6K sold.

JFS Wealth Advisors first reported a position in LO in Q2 2013 and held it in 7 quarters. The position peaked at $469K in Q3 2013. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • JFS Wealth Advisors reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 97 LORILLARD INC COM STK shares in Q2 2015, an estimated $6K.
  • JFS Wealth Advisors first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 7 quarters.
  • JFS Wealth Advisors's LORILLARD INC COM STK position peaked at $469K in Q3 2013.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on JFS Wealth Advisors's 13F filing for Q2 2015, filed 31 Jul 2015.