KFS
LO

KMS Financial Services’s LORILLARD INC COM STK LO Stock Holding History

KMS Financial Services’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
2014
Q3 		– Sell
-4,263
Closed -$259K – 572
2014
Q2 		$259K Sell
4,263
-1,258
-23% -$73.2K 0.04% 423
2014
Q1 		$299K Buy
5,521
+1,362
+33% +$68.4K 0.05% 377
2013
Q4 		$210K Sell
4,159
-311
-7% -$15.5K 0.04% 460
2013
Q3 		$200K Buy
+4,470
New +$197K 0.05% 398

Other funds holding LO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

KMS Financial Services's LO Position: Q3 2014 in Review

KMS Financial Services sold out of LORILLARD INC COM STK (LO) in Q3 2014, closing a stake of 4,263 shares — an estimated $259K sold.

KMS Financial Services first reported a position in LO in Q3 2013 and held it in 4 quarters. The position peaked at $299K in Q1 2014. 612 funds tracked by Wall St. Rank hold LO as of Q3 2014.

  • KMS Financial Services reported no remaining LORILLARD INC COM STK position as of Q3 2014 after selling out during the quarter.
  • KMS Financial Services sold 4,263 LORILLARD INC COM STK shares in Q3 2014, an estimated $259K.
  • KMS Financial Services first reported a position in LORILLARD INC COM STK in Q3 2013 and held it in 4 quarters.
  • KMS Financial Services's LORILLARD INC COM STK position peaked at $299K in Q1 2014.
  • 612 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.