KFP
LO

Keystone Financial Planning’s LORILLARD INC COM STK LO Stock Holding History

Keystone Financial Planning’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
-48,710
Closed -$3.18M – 46
2015
Q1 		$3.18M Buy
48,710
+3,098
+7% +$206K 2.42% 24
2014
Q4 		$2.87M Buy
45,612
+12,164
+36% +$752K 2.12% 26
2014
Q3 		$2M Buy
+33,448
New +$2.03M 1.51% 28

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