Jones Financial Companies
LO

Jones Financial Companies’s LORILLARD INC COM STK LO Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-69
Closed -$3K – 660
2013
Q3 		$3K Buy
69
+12
+21% +$529 ﹤0.01% 637
2013
Q2 		$2K Buy
+57
New +$2.44K ﹤0.01% 739

Other funds holding LO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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

Jones Financial Companies's LO Position: Q4 2013 in Review

Jones Financial Companies sold out of LORILLARD INC COM STK (LO) in Q4 2013, closing a stake of 69 shares — an estimated $3K sold.

Jones Financial Companies first reported a position in LO in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 571 funds tracked by Wall St. Rank hold LO as of Q4 2013.

  • Jones Financial Companies reported no remaining LORILLARD INC COM STK position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 69 LORILLARD INC COM STK shares in Q4 2013, an estimated $3K.
  • Jones Financial Companies first reported a position in LORILLARD INC COM STK in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's LORILLARD INC COM STK position peaked at $3K in Q3 2013.
  • 571 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.