KA
LO

Kovack Advisors’s LORILLARD INC COM STK LO Stock Holding History

Kovack 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
Q1 		– Sell
-3,804
Closed -$239K – 221
2014
Q4 		$239K Buy
3,804
+1
+0% +$62 0.25% 111
2014
Q3 		$228K Buy
+3,803
New +$231K 0.34% 81
2013
Q4 		– Sell
-4,700
Closed -$210K – 88
2013
Q3 		$210K Buy
+4,700
New +$207K 1.08% 35

Other funds holding LO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
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
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

Kovack Advisors's LO Position: Q1 2015 in Review

Kovack Advisors sold out of LORILLARD INC COM STK (LO) in Q1 2015, closing a stake of 3,804 shares — an estimated $239K sold.

Kovack Advisors first reported a position in LO in Q3 2013 and held it in 3 quarters. The position peaked at $239K in Q4 2014. 614 funds tracked by Wall St. Rank hold LO as of Q1 2015.

  • Kovack Advisors reported no remaining LORILLARD INC COM STK position as of Q1 2015 after selling out during the quarter.
  • Kovack Advisors sold 3,804 LORILLARD INC COM STK shares in Q1 2015, an estimated $239K.
  • Kovack Advisors first reported a position in LORILLARD INC COM STK in Q3 2013 and held it in 3 quarters.
  • Kovack Advisors's LORILLARD INC COM STK position peaked at $239K in Q4 2014.
  • 614 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q1 2015.

Based on Kovack Advisors's 13F filing for Q1 2015, filed 13 Nov 2018.