LJAC
LO

L.J. Altfest & Co’s LORILLARD INC COM STK LO Stock Holding History

L.J. Altfest & Co’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
-3,676
Closed -$231K – 128
2014
Q4 		$231K Buy
+3,676
New +$227K 0.19% 101
2014
Q2 		– Sell
-3,824
Closed -$200K – 102
2014
Q1 		$200K Buy
+3,824
New +$192K 0.19% 103

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

L.J. Altfest & Co's LO Position: Q1 2015 in Review

L.J. Altfest & Co sold out of LORILLARD INC COM STK (LO) in Q1 2015, closing a stake of 3,676 shares — an estimated $231K sold.

L.J. Altfest & Co first reported a position in LO in Q1 2014 and held it in 2 quarters. The position peaked at $231K in Q4 2014. 614 funds tracked by Wall St. Rank hold LO as of Q1 2015.

  • L.J. Altfest & Co reported no remaining LORILLARD INC COM STK position as of Q1 2015 after selling out during the quarter.
  • L.J. Altfest & Co sold 3,676 LORILLARD INC COM STK shares in Q1 2015, an estimated $231K.
  • L.J. Altfest & Co first reported a position in LORILLARD INC COM STK in Q1 2014 and held it in 2 quarters.
  • L.J. Altfest & Co's LORILLARD INC COM STK position peaked at $231K in Q4 2014.
  • 614 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q1 2015.

Based on L.J. Altfest & Co's 13F filing for Q1 2015, filed 20 Apr 2015.