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LWM
LO
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q2
–
Sell
-1,170
Closed
-$76K
–
344
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
HW
Hancock Whitney
Gulfport, Mississippi
$5.75B AUM
24.3%
1-Year Est. Return
EFS
Essex Financial Services
Essex, Connecticut
$1.78B AUM
23.37%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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