Jupiter Investment Management’s LORILLARD INC COM STK LO Stock Holding History

Jupiter Investment Management’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 Q1	–	Sell	-33,500	Closed	-$2.11M	–	464
2014 Q4	$2.11M	Buy	+33,500	New	+$2.07M	0.07%	183
2014 Q3	–	Sell	-15,700	Closed	-$957K	–	435
2014 Q2	$957K	Buy	+15,700	New	+$913K	0.05%	232
2014 Q1	–	Sell	-30,694	Closed	-$1.55M	–	459
2013 Q4	$1.55M	Sell	30,694 -88,653	-74%	-$4.42M	0.13%	191
2013 Q3	$5.34M	Buy	+119,347	New	+$5.26M	0.51%	66

Other funds holding LO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EPCM

Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return

Jupiter Investment Management's LO Position: Q1 2015 in Review

Jupiter Investment Management sold out of LORILLARD INC COM STK (LO) in Q1 2015, closing a stake of 33,500 shares — an estimated $2.11M sold.

Jupiter Investment Management first reported a position in LO in Q3 2013 and held it in 4 quarters. The position peaked at $5.34M in Q3 2013. 614 funds tracked by Wall St. Rank hold LO as of Q1 2015.

Jupiter Investment Management reported no remaining LORILLARD INC COM STK position as of Q1 2015 after selling out during the quarter.
Jupiter Investment Management sold 33,500 LORILLARD INC COM STK shares in Q1 2015, an estimated $2.11M.
Jupiter Investment Management first reported a position in LORILLARD INC COM STK in Q3 2013 and held it in 4 quarters.
Jupiter Investment Management's LORILLARD INC COM STK position peaked at $5.34M in Q3 2013.
614 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q1 2015.

Based on Jupiter Investment Management's 13F filing for Q1 2015, filed 13 May 2015.