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 $6B AUM 34.57% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Keystone Financial Planning's LO Position: Q2 2015 in Review

Keystone Financial Planning sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 48,710 shares — an estimated $3.18M sold.

Keystone Financial Planning first reported a position in LO in Q3 2014 and held it in 3 quarters. The position peaked at $3.18M in Q1 2015. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

  • Keystone Financial Planning reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
  • Keystone Financial Planning sold 48,710 LORILLARD INC COM STK shares in Q2 2015, an estimated $3.18M.
  • Keystone Financial Planning first reported a position in LORILLARD INC COM STK in Q3 2014 and held it in 3 quarters.
  • Keystone Financial Planning's LORILLARD INC COM STK position peaked at $3.18M in Q1 2015.
  • 3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on Keystone Financial Planning's 13F filing for Q2 2015, filed 11 Aug 2015.