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

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.