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JMPWA
LO
JP Morgan Private Wealth Advisors’s
LORILLARD INC COM STK
LO
Stock Holding History
JP Morgan Private Wealth Advisors’s Portfolio
LO Stock Details
LO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q2
–
Sell
-7,562
Closed
-$494K
–
1186
2015
Q1
$494K
Buy
7,562
+885
+13%
+$58.9K
0.01%
731
2014
Q4
$420K
Sell
6,677
-8,041
-55%
-$497K
0.01%
778
2014
Q3
$881K
Buy
14,718
+8,577
+140%
+$520K
0.01%
544
2014
Q2
$374K
Sell
6,141
-2,013
-25%
-$117K
0.01%
650
2014
Q1
$441K
Buy
+8,154
New
+$410K
0.01%
612
Other funds holding LO
HW
Hancock Whitney
Gulfport, Mississippi
$5.75B AUM
24.3%
1-Year Est. Return
EFS
Essex Financial Services
Essex, Connecticut
$1.78B AUM
23.37%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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