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

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

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

JP Morgan Private Wealth Advisors's LO Position: Q2 2015 in Review

JP Morgan Private Wealth Advisors sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 7,562 shares — an estimated $494K sold.

JP Morgan Private Wealth Advisors first reported a position in LO in Q1 2014 and held it in 5 quarters. The position peaked at $881K in Q3 2014. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

JP Morgan Private Wealth Advisors reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 7,562 LORILLARD INC COM STK shares in Q2 2015, an estimated $494K.
JP Morgan Private Wealth Advisors first reported a position in LORILLARD INC COM STK in Q1 2014 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's LORILLARD INC COM STK position peaked at $881K in Q3 2014.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.