LBA Wealth Management’s LORILLARD INC COM STK LO Stock Holding History

LBA Wealth Management’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	-1,170	Closed	-$76K	–	343
2015 Q1	$76K	Hold	1,170	–	–	0.05%	152
2014 Q4	$74K	Sell	1,170 -3,420	-75%	-$212K	0.05%	154
2014 Q3	$275K	Buy	4,590 +1,500	+49%	+$90.9K	0.19%	64
2014 Q2	$188K	Sell	3,090 -1,500	-33%	-$87.2K	0.15%	84
2014 Q1	$248K	Hold	4,590	–	–	0.2%	72
2013 Q4	$233K	Buy	+4,590	New	+$229K	0.19%	69

Other funds holding LO

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

LBA Wealth Management's LO Position: Q2 2015 in Review

LBA Wealth Management sold out of LORILLARD INC COM STK (LO) in Q2 2015, closing a stake of 1,170 shares — an estimated $76K sold.

LBA Wealth Management first reported a position in LO in Q4 2013 and held it in 6 quarters. The position peaked at $275K in Q3 2014. 3 funds tracked by Wall St. Rank hold LO as of Q2 2015.

LBA Wealth Management reported no remaining LORILLARD INC COM STK position as of Q2 2015 after selling out during the quarter.
LBA Wealth Management sold 1,170 LORILLARD INC COM STK shares in Q2 2015, an estimated $76K.
LBA Wealth Management first reported a position in LORILLARD INC COM STK in Q4 2013 and held it in 6 quarters.
LBA Wealth Management's LORILLARD INC COM STK position peaked at $275K in Q3 2014.
3 funds tracked by Wall St. Rank held LORILLARD INC COM STK as of Q2 2015.

Based on LBA Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.